OI Lead Adviser
Free
5.6for iPhone, iPod touch
7.5
4 Ratings
SGS Group Management SA
Developer
171.4 MB
Size
Feb 1, 2023
Update Date
Productivity
Category
4+
Age Rating
Age Rating
OI Lead Adviser Screenshots
About OI Lead Adviser
The OI Lead Adviser app is a mobile tool that allows the user to prepare, conduct, record and report leadership OI visits. The OI Lead Adviser app is for business managers, managing directors, and other leaders who are conducting leadership OI visits. It is both a tool to remind leaders of how to conduct a visit and a means of recording the results of the visit. The OI Lead Adviser App is also used by OI managers to track the KPI of mandatory leadership OI visits per leader per year.
Key Features:
- The app is intuitive and user-friendly
- Featuring big ORANGE PLUS button to create a New Visit record, the app guides you from start to end of the Leadership OI Visit.
- Featuring with various types of visited sites (office, field, etc.) the app suggests you typical Areas of Interest, the topics to discuss with personnel during the visit. Only Areas of Interest that are relevant to the Type of Site will be suggested to the leader. Other Areas of Interest can be added as well.
- There are no long checklists. Instead there are Areas of Interest, Keywords and Keyphrases which allow easy usage on the go.
- To each Area of Interest the app features the Notes and possibility to add rating “Good” or “Needs Work”.
- The app automatically saves a draft of the record, which remains available until completion. The manager can concentrate on the visit and people around him not on the app
Easy to create visit record:
- Use big orange + button
- Select site type to see suggested Areas of Interest. Areas of Interest are typical issues/risks of the selected site type. Expand/collapse Areas of Interest and add notes and ratings as applicable
- All visit details, are saved automatically
Use your records:
- Scroll for all visits on the home page
- Competed visits sent on your @sgs.com email
- Follow up on your report with others (visited site manager, etc.)
Security and access:
- The record of the visit will be stored both within the app itself and on the app's server.
- The complete record of each visit is sent to the user's @sgs.com email.
- The OI team accesses the visits’ demographic metrics only (to evaluate KPI completion); they do not have access to the Visit Notes
Key Features:
- The app is intuitive and user-friendly
- Featuring big ORANGE PLUS button to create a New Visit record, the app guides you from start to end of the Leadership OI Visit.
- Featuring with various types of visited sites (office, field, etc.) the app suggests you typical Areas of Interest, the topics to discuss with personnel during the visit. Only Areas of Interest that are relevant to the Type of Site will be suggested to the leader. Other Areas of Interest can be added as well.
- There are no long checklists. Instead there are Areas of Interest, Keywords and Keyphrases which allow easy usage on the go.
- To each Area of Interest the app features the Notes and possibility to add rating “Good” or “Needs Work”.
- The app automatically saves a draft of the record, which remains available until completion. The manager can concentrate on the visit and people around him not on the app
Easy to create visit record:
- Use big orange + button
- Select site type to see suggested Areas of Interest. Areas of Interest are typical issues/risks of the selected site type. Expand/collapse Areas of Interest and add notes and ratings as applicable
- All visit details, are saved automatically
Use your records:
- Scroll for all visits on the home page
- Competed visits sent on your @sgs.com email
- Follow up on your report with others (visited site manager, etc.)
Security and access:
- The record of the visit will be stored both within the app itself and on the app's server.
- The complete record of each visit is sent to the user's @sgs.com email.
- The OI team accesses the visits’ demographic metrics only (to evaluate KPI completion); they do not have access to the Visit Notes
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What's New in the Latest Version 5.6
Last updated on Feb 1, 2023
Old Versions
Bug fix: Prevent user from creating visit if Line of Business is no longer active
Show More
Version History
5.6
Feb 1, 2023
Bug fix: Prevent user from creating visit if Line of Business is no longer active
5.5
Dec 21, 2022
Bug fix to prevent users from creating visits without a complete profile
5.4
Aug 19, 2022
Fixed iOS App crash when using non-standard calendars
Fixed problem with loading photos
Fixed problem with loading photos
5.3
May 9, 2022
Technical - Improvements to the application’s overall code and performance
Technical - Improvements and clean-up of the applications database
Technical - Improvements to the Http Client
Profile screen - Addressed issue where app would sometimes start without retrieving user profile details
Home screen - Revised and enhanced visit synchronisation flow and logic to ensure data integrity
Home screen - Now syncs down and displays user visits from the previous 12 months
Home screen - Empty image icon now displays on visit records if the visit contains an image that has not been sent, or failed to send
Visit screen - New functionality to allow additional attempts to re-upload images that failed to send
Visit screen - Addressed logic that would sometimes cause duplicate visits to be created
Visit screen - Image Gallery - Empty image icon now displays on image records that have not been sent, or failed to send
Visit screen - Added logic, so images added to visit after initial submission need to be manually sent by using the slider button
Technical - Improvements and clean-up of the applications database
Technical - Improvements to the Http Client
Profile screen - Addressed issue where app would sometimes start without retrieving user profile details
Home screen - Revised and enhanced visit synchronisation flow and logic to ensure data integrity
Home screen - Now syncs down and displays user visits from the previous 12 months
Home screen - Empty image icon now displays on visit records if the visit contains an image that has not been sent, or failed to send
Visit screen - New functionality to allow additional attempts to re-upload images that failed to send
Visit screen - Addressed logic that would sometimes cause duplicate visits to be created
Visit screen - Image Gallery - Empty image icon now displays on image records that have not been sent, or failed to send
Visit screen - Added logic, so images added to visit after initial submission need to be manually sent by using the slider button
5.2
Feb 10, 2022
Upgrade of TLS to ensure use of TLS v1.2 over v1.0
Improved silent error handling
Improved silent error handling
5.1
Jul 10, 2021
Log email has been updated
5.0
May 12, 2021
Fix for text truncation issue for some languages with longer wording on the "EMAIL THE REPORT" button
Data storage improvements to address an issue where duplicate visits are generated in some scenarios
Implemented Tracking Transparency prompt
Data storage improvements to address an issue where duplicate visits are generated in some scenarios
Implemented Tracking Transparency prompt
4.0
Mar 23, 2021
* Multilingual implementation
* Fix for authentication issue that prevented some users from logging into the application
* Minimum supported version of the application is now v4.0.37
* Fix for authentication issue that prevented some users from logging into the application
* Minimum supported version of the application is now v4.0.37
3.5
Dec 15, 2020
Fixed an issue where in some cases visits were being automatically deleted
3.4
Nov 10, 2020
- Prevent users to use app if mandatory upgrade is available
- Transportation LOB is no longer visible
- ‘Device’ field invisible from profile screen and ‘Device Type’ and ‘Version No.’ are stored in database
- Move Region field on User Profile screen
- Update button label "EMAIL ME THE REPORT" to "EMAIL THE REPORT"
- Bug fix for failing visit uploads
- Performance Improvements
- Transportation LOB is no longer visible
- ‘Device’ field invisible from profile screen and ‘Device Type’ and ‘Version No.’ are stored in database
- Move Region field on User Profile screen
- Update button label "EMAIL ME THE REPORT" to "EMAIL THE REPORT"
- Bug fix for failing visit uploads
- Performance Improvements
3.3
Aug 20, 2020
Fix issue of duplicates visits being recorded
Additional logging enhancement for future tracking\monitoring
Additional logging enhancement for future tracking\monitoring
3.2.84
Apr 17, 2020
Empty Images bug fix
2.1.1
Nov 19, 2019
Bug fixing to avoid crashes in certain network circumstances.
2.1.0
May 1, 2019
New login process based in two-factor Office 365 authentication.
Fixed an issue when ProfilModel was empty.
Save to the server in the background all the data from the profile.
Fixed issue when the manager's email is empty in the Profile.
Upgrade media plugin package.
Fixed an issue when ProfilModel was empty.
Save to the server in the background all the data from the profile.
Fixed issue when the manager's email is empty in the Profile.
Upgrade media plugin package.
2.0.2
Apr 28, 2018
Arial and Univers Fonts replaced by Roboto-Condensed
2.0
Jan 24, 2018
The features of the big PLUS button to add new visits and the 5 Site Types linked to the 11 Areas of Interests remains as is from the v.1.2
Version 2.0 allows additional capabilities when working with visits:
1.Single Sign-On (SSO)
Users will log in using their SGS network credentials (name.surname@sgs.com and SGS network password).
2.SELF-REGISTRATION of new users
SharePoint registration is no longer required. Upon first entry, new users are required to complete their user profile and can begin using the app immediately.
3.PHOTOS
Ability to take on the spot photos as well as attaching from your gallery
4.‘Executive Comments’ (General Notes)
Allows leaders to add general observations, summary notes, and comments not covered in Areas of Interest notes.
5.MICROPHONE
‘Voice-to-text’ feature allows dictating your notes instead of manual typing
6.‘Good’ and ‘Needs work’ rating buttons
Allows leaders to quickly rate the Areas of Interests or individual findings
7.‘KEY-PHRASES’
List of typical findings that can be added to the visits report without typing
8.‘MARK VISIT AS COMPLETE’
Allows the OI team to update leader’s KPI in Crystal. Visit Findings/Notes/Photos remain editable within the OI App.
9.‘TRASH BIN’ – now allows deletion of wrong visits from phone and from the server (also good for deletion of test records)
10.E-MAIL REPORT
The new HTML format of the visit report allows users to edit visit details on a PC with full-size keyboard and screen if needed.
11.HOME PAGE
Visit ‘tiles’ displays the first photo taken during the visit and the status, allowing quick visits search and update.
In v 2.0 we also continue monthly sync with Crystal KPI, the number of your leadership OI visits are updated without manual reporting.
Version 2.0 allows additional capabilities when working with visits:
1.Single Sign-On (SSO)
Users will log in using their SGS network credentials (name.surname@sgs.com and SGS network password).
2.SELF-REGISTRATION of new users
SharePoint registration is no longer required. Upon first entry, new users are required to complete their user profile and can begin using the app immediately.
3.PHOTOS
Ability to take on the spot photos as well as attaching from your gallery
4.‘Executive Comments’ (General Notes)
Allows leaders to add general observations, summary notes, and comments not covered in Areas of Interest notes.
5.MICROPHONE
‘Voice-to-text’ feature allows dictating your notes instead of manual typing
6.‘Good’ and ‘Needs work’ rating buttons
Allows leaders to quickly rate the Areas of Interests or individual findings
7.‘KEY-PHRASES’
List of typical findings that can be added to the visits report without typing
8.‘MARK VISIT AS COMPLETE’
Allows the OI team to update leader’s KPI in Crystal. Visit Findings/Notes/Photos remain editable within the OI App.
9.‘TRASH BIN’ – now allows deletion of wrong visits from phone and from the server (also good for deletion of test records)
10.E-MAIL REPORT
The new HTML format of the visit report allows users to edit visit details on a PC with full-size keyboard and screen if needed.
11.HOME PAGE
Visit ‘tiles’ displays the first photo taken during the visit and the status, allowing quick visits search and update.
In v 2.0 we also continue monthly sync with Crystal KPI, the number of your leadership OI visits are updated without manual reporting.
1.2
Dec 5, 2017
- Fixed a bug where a visit would not save would be lost when the app closes.
- Improved the isolation of data between two users of the same device.
- Improved the isolation of data between two users of the same device.
1.1
Dec 21, 2016
Bug fixes and performance improvement
1.0
Aug 23, 2016
OI Lead Adviser FAQ
Click here to learn how to download OI Lead Adviser in restricted country or region.
Check the following list to see the minimum requirements of OI Lead Adviser.
iPhone
Requires iOS 9.2 or later.
iPod touch
Requires iOS 9.2 or later.
