Trail news and updates
We're pleased to announce that users can now filter their Complete Tasks page by priority, so the most important tasks are always front and centre.
Location verification creates a simple audit trail proving tasks happened where they should, giving you accountability without the admin burden.
Daily tasks keep the wheels turning. Audits make sure the wheels stay on. Fortunately, Trail is built to handle both.
This month, we’re shining the spotlight on functionality that takes the hassle out of your monthly audits:
And all with useful links and details on where you can find out more.
Auditing on Trail
If you’ve ever built a Record Log, you already know how to build an audit. Everything you need is already in Trail, included as part of your existing plan. You’ll simply build on the tools you know, with a few additional features to enhance the process.
Turning a simple task into a powerful audit:
Simple to build, powerful in practice!
Corrective Actions help teams follow up on any issues, and templated Corrective Actions make that follow-up consistent. If a failed question always needs the same response, link a template to it. Trail will surface the right action automatically, taking the guesswork out and improving future audits.
Managers know that adding context is key when completing an audit. Photo evidence, of a job well done or a problem that needs fixing, is key to providing that context.
Users can now upload multiple attachments to a single comment or inline comment, allowing them to add context quickly when working through an audit.
We hope you found this post useful. Keep your eye out for next month's edition of 'In the spotlight 🔦', where we'll be taking a closer look at geolocations.
If you have any questions about anything covered in this month’s newsletter, don’t hesitate to get in touch with your Account Manager, or contact us via the Access Digital Assistant, where our team will be happy to help.
Corrective Actions take teams from spotting an issue to solving it. This month’s updates add clearer context and smarter guidance, so teams take the right next step thoughtfully and consistently.
This month, we’re shining the spotlight on:
And all with useful links and details on where you can find out more.
Custom exception messaging
Templated Corrective Actions are great when you need consistency, but they leave no room for teams to add their own instructions. Un‑templated actions give teams the freedom to raise what they need, but offer no way for Admins to guide next steps. Feeling a bit like Goldilocks? Our latest release strikes the balance, giving Admins space to add clarity without taking away the input teams rely on.
What’s changed?
Until now, requiring a Corrective Action meant you couldn’t offer any suggested next steps. That often left Admins worrying that team members without the right knowledge might miss an important action, or that experienced staff couldn’t guide the response in a useful way.
With this release, when you require a Corrective Action for a question, you can add suggested next steps or even mandate a specific response. Teams get the clarity they need, and you maintain confidence that the right action will be taken when an issue is raised.
Ready to give it a try?
To use it, head to your Record Log and select ‘Require action.’ Then choose ‘Add message’ and enter the guidance you want the team to see.
It wouldn’t feel right to improve how Corrective Actions are raised without also improving how they’re reviewed. You can now see additional context on raised Corrective Actions, including the source section and field information, directly in Complete Tasks, Task Reports, and exports. This gives teams the detail they need while saving time and unnecessary clicks.
It’s Trail’s job to make sure tasks are recorded and visible across your estate so you can demonstrate compliance. But there’s a difference between completing a task and completing it the right way. We’ve continued to add features that support teams in doing things properly, with clarity and consistency.
Geolocations are next, helping confirm that tasks are completed on site where they should be. You’ll be able to set a required location for a task and quickly report on any completed elsewhere. It’s another step toward ensuring every task reflects real‑world action, not just a checked box.
We hope you found this post useful. Keep your eye out for next month's edition of 'In the spotlight 🔦', where we'll be doing a deep dive into accountability on Trail.
If you have any questions about anything covered in this month’s newsletter, don’t hesitate to get in touch with your Account Manager or contact us via the Access Digital Assistant, where our team will be happy to help.
View additional context on raised Corrective Actions — source section and field information now displays on Complete Tasks, in Task Reports, and exports, saving teams time and clicks.
We’re delighted to introduce ’In the spotlight’, our brand-new monthly newsletter designed to help you unlock the full potential of Trail. Each month, we’ll showcase features you might have missed and share the latest updates.
This month, we’re shining the spotlight on:
And all with useful links and details on where you can find out more.
Trail Evo: The next step in smarter operations
Trail Evo is designed to bring clarity and control to your day-to-day work by combining everything you need in one place. With centralised policies and procedures, instant answers from Copilot, and real-time notifications, Trail Evo helps your team stay aligned and get things right every time.
No more chasing paper or juggling disconnected tools. Instead, you get a streamlined experience that saves time, reduces risk, and keeps your business moving forward.
What’s new in Trail Evo?
Along with the Trail features you know and love, Trail Evo introduces three powerful capabilities:
Trail Evo closes the gaps that slow teams down.
Ready to take the next step?
Contact your Account Manager or reach out to us directly through the in-app chat to find out more!
Head to the Ideas Portal to share your feature suggestions directly with our Product Team. You’ll be notified if your idea is picked up, and you can vote on ideas that matter to you. The more votes an idea gets, the more likely it is to happen, so start sharing and voting today!
Trail has always let you schedule tasks by time slot, but until now, you couldn’t control the order within each slot. That often meant staff running from one end of the site to the other or scrolling to find what is most relevant.
Now you can arrange tasks in the order that works best.
For a single site, that might mean grouping tasks by area so that your team moves efficiently. For multi-site businesses, this feature is just as powerful. You can make sure the team starts with tasks most crucial for their time slot. The result: important work gets done first, operations stay consistent, and time is saved across every location.
Reordering tasks is easy:
Want to take it even further?
If making sure the right tasks appear first in each time slot sounds useful, now is a great time to consider implementing task priorities.
Priorities enhance your reporting and keep the focus where it matters most. That means your teams aren’t just working efficiently; they’re working on what is most important.
We hope you found this post useful. Keep your eye out for next month's edition of 'In the spotlight 🔦' where we'll be doing a deep dive into accountability on Trail.
If you have any questions about anything covered in this month’s newsletter, don’t hesitate to get in touch with your Account Manager, or contact us via the Access Digital Assistant, where our team will be happy to help.
In this session, we're answering the most common questions raised by Trail users.
🗣️ Speakers: Daliana Marcuti, Customer Success Manager and Silvana Stoianovici, Technical Support Engineer
⌛ Session duration: 10 min
In this session, we'll walk you through the efficiency of Trail's interface and how you can improve your operations.
🗣️ Speakers: Daliana Marcuti and Caroline Joyce, Customer Success Managers
⌛ Session duration: 6 min
Watch this session to learn more about our integration with Access Maintan and the advantages of having it enabled.
🗣️ Speakers: Daliana Marcuti and Caroline Joyce, Customer Success Managers
⌛ Session duration: 2 min