Trail news and updates
Our Sites, Areas, Roles and Users pages have a new look, aligned with our updated design system. The Sites and Users pages also get a search bar, sorting, and a status filter - making it much easier to find what you're looking for if you manage a lot of sites or users.
Managing your sites and areas is now easier - both live together in Site Settings, giving you one place to view, add, and organise everything.
You can now see which corrective actions were raised from which tasks, directly in Task Reports - with links to open each action on the Trail for full context.
The ability to raise an Access Maintain callout can now be built directly into your task workflow, allowing teams to place a callout without having to switch systems or disrupt their workflow.
Your exported PDF reports now include photos - so the record you share is the full picture. Images from comments, inline comments, and Record Log fields are included automatically, each shown in context alongside the relevant task content.
Trail has got a fresh new look!
We've updated our colour palette to bring Trail in line with other modules within our ecosystem. Everything works exactly the same - just a little more cohesive.
With so many customers transitioning to Trail Evo this month, we thought we’d shine a spotlight on what it takes to make the move successfully. Trail Evo brings exciting functionality like Single Sign On, push notifications (Feed), and Copilot. That added value starts with getting the move right.
Here's what we've got in store for you this month:
And all with useful links and details on where you can find out more.
A smooth transition to Trail Evo.
If a transition to Trail Evo feels like one more project to take on, it’s simpler than you might think. We’ve designed the migration process to be smooth, controlled and low effort from start to finish.
As an admin, you’re in control of how and when your teams connect to Trail Evo. Once enabled in your company settings, users are prompted to link their Evo account as part of their normal sign-in. There’s no complex rollout or manual setup required, just a clear, guided step that fits naturally into how your teams already use Trail.
By default, users have a 7-day window to complete the switch. During this time, they’ll receive reminders when they log in, giving them plenty of opportunity to connect without interrupting their day-to-day work. After that window, access is simply paused until they’ve completed the quick setup, helping you ensure full adoption without chasing individuals manually.
The result is a smooth, consistent transition across your organisation, with minimal disruption and no heavy lift for admins.
A few clicks in your settings, and your entire team is on the path to Trail Evo, unlocking everything from Copilot to push notifications, with no friction along the way.
Getting your teams onto Trail Evo is just the start. Access to products, roles and features like Copilot, Feeds, and Policies & Procedures is controlled by you, and isn’t switched on by default. A quick pass through roles and feature settings in Evo’s Members page ensures your teams can use everything that Trail Evo has to offer.
Last month, we highlighted the benefits of the Evo Feed, and its value is only set to grow. With overdue task notifications on the way, enabling the Evo Feed now, and making sure your teams are using the Access Evo app, means they’ll be ready to benefit the minute it arrives!
If you’re not yet on Trail Evo and feel like you’re missing out, get in touch with our Support team to learn more about upgrading today!
Keep an eye out for next month’s edition of “In the spotlight 🔦”, where we’ll explore the link between operations and maintenance, and what we’re doing to help bridge the gap between the two.
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.
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