Administration

SWMS, SDS & Safety Management Plans

• Configure SDS Attachment Type Classifications
• JHA Configuration
• Configure SDS Attachment Classifications

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

• Configure Static QR Codes for Visitor Check-In
• Asking workers additional questions after they sign in
• Capture extra information during sign in
• Show Bulletins and Meetings in the Sign In App
• Flagging ZIP Codes and Sign-In Limits
• Sign In Book and Attendance Data

Inspections & Observations

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

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Meetings

• Meetings and Incident Administration

Merge Functions

• Merging Duplicate Workers
• Merging Duplicate Employers

Orientation & Registrations

• How to upload an induction video - Vimeo
• How to upload Induction Videos - Youtube
• Orientations Overview
• Job Titles and Licenses
• Orientation Controls
• Versioning and Edits

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Incidents & Injuries

• Configure Incident Types

Equipment

• Edit Equipment Checklists
• Checklists and Custom Fields (company and project) in Equipment Types
• Create Equipment Categories
• Configure Equipment Types (Admin only)

Custom Sections

• Creating Custom Modules
• Custom Module Creation