Welcome to our April edition. This month, we’re introducing new functionality that helps uncover the story behind the scores:

1. Star of the month: Location verification.
2. Did you know?: How to ensure photo evidence is fresh.
3. What's new! Key tasks, front and centre.

And all with useful links and details on where you can find out more.

⭐ Star of the month

Location verification

Ah, a perfect score of 10. You’d think that would bring some relief. Every task completed, every deadline met. On the surface, everything looks great!

But a perfect score begs the question: Is this realistic? You’ve spent enough time on site to know that things happen. Priorities shift, busy periods overwhelm, and deadlines get missed. Sometimes, that perfect score masks the reality that corners are being cut.

That’s where Geolocations come in.

Geolocations help keep things honest by verifying that tasks are completed in the right place, not just marked as done. With location verification enabled, you can see whether tasks are being completed inside or outside a designated area, helping you build a more accurate picture of what’s really happening on the ground.

Beyond visibility, Geolocations help create a reliable audit trail, reduce follow‑up admin, and support teams in doing the right things at the right time.

Here’s how it works.

• You choose which tasks require location verification. When enabled, a clear label appears on the task, so team members know what’s expected before they start.
• The task can still be completed as normal. Location verification runs automatically in the background and never blocks completion.
• Once the task is finished, the timestamp shows whether it was completed inside or outside the designated area. If the location can’t be verified, it’s clearly marked as unknown.

Ready to get started? Take a look at this article to get set up.

🤔 Did you know?

If you’ve ever reviewed Task Reports and spotted the same photo being reused as “evidence,” you’re not alone. Thankfully, it’s easy to prevent.

The ‘Restrict to camera only on mobile devices’ setting ensures teams capture a new image every time it’s required. When enabled, team members can only use their device camera when adding photos on mobile. Images from the device library aren’t allowed.

This setting can be applied to:

• The comments box.
• Inline comment boxes.
• The Record Log File or Photo field.

So the evidence you collect genuinely reflects the work done.

🚀What's new!

Now that teams know admins can more easily spot tasks that haven’t been completed properly, they’ll be focused on doing things right. But there’s still the issue of finding time to do things right.

That’s where priority filters help. Teams can now filter their Completed Tasks page by priority, so the most important work is front and centre. As long as you’ve marked tasks as critical, they’ll be available for teams to filter against.

👋🏼 Until next time

We hope you found this post useful. Keep your eye out for next month's edition of 'In the spotlight 🔦' where we'll explore how maintenance and Trail connect, and how aligning these functions can help teams save time.

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.

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:

1. Star of the month: Auditing on Trail.
2. Did you know?: Actions trigger automatically.
3. What's new! Add context quickly

And all with useful links and details on where you can find out more.

⭐ Star of the month

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:

• Use option fields to capture clear yes/no answers or ratings.
• Enable scoring to generate automatic audit scores for each section.
• Add logic jumps so one audit can adapt to different site layouts or operational setups.
• Set up Corrective Actions to ensure any issues trigger the right follow-up.
• Assign the audit to a Role to ensure the right team members complete it.

Simple to build, powerful in practice!

🤔 Did you know?

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.

🚀 What's new!

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.

👋🏼 Until next time

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:

1. Star of the month: Added instruction helps teams act.
2. Did you know?: See exactly where actions start.
3. Coming soon... Ensure tasks happen in the right place.

And all with useful links and details on where you can find out more.

⭐ Star of the month

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.

🤔 Did you know?

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.

🚀 Coming soon...

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.

👋🏼 Until next time

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.

• Archived users are now excluded from task assignment and task notification assignment lists.

• Set custom exception messaging on required Corrective Actions to provide additional context for teams.

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