Administration

SWMS, SDS & Safety Management Plans

• Configure SDS Attachment Type Classifications
• JHA Configuration
• Configure SDS Attachment Classifications
• Configure a Safety Plan Review Checklist

System

• Upload Site Diagram
• User Access Levels Explained
• SMS Logs and Notifications
• Add Historic Data
• Procore Integration Setup
• Access the Audit Log

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Pre-Task Plans

• Configure the Pre-Task Plan Form
• Configure Tasks, Hazards and Controls

Permits

• Permit Configuration
• Create Permit Checklists
• Configure Permit Types

Sign In App

• Flag Workers Missing Required Licenses
• Project-Level Sign-In Configuration
• After Sign-In Tests
• Bulletins and Meetings at Sign-In
• Risk Controls: Flagging Licenses, ZIP Codes and Sign-In Limits
• Sign In Book and Attendance Data

Inspections & Observations

• Configure Inspection KPIs
• Safety Item Settings
• Set Up Inspection Checklists
• Configure Inspection Categories
• System Setup & Administration – Inspections Setup Overview
• Set Up Inspection Checklists

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Meetings

• Meetings and Incident Administration
• Enable Meeting Signatures at Sign-In

Merge Functions

• Employer Governance

Orientation & Registrations

• Orientations Overview
• Personnel Governance
• Orientation Controls
• Versioning and Edits
• Video Upload Guidelines
• Send a Test Link to Yourself

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Incidents & Injuries

• Configure Incident Types

Equipment

• Create Equipment Categories
• Configure Equipment Types (Admin only)

Custom Sections

• Creating Custom Modules
• Custom Module Creation