Create a New Safety Report from a Template

OVERVIEW:

This enables you to create incident/accident/hazard report forms from a template. Anyone with a Student account can fill in and submit reports. Reports can be viewed by Safety Managers, tasks assigned and tracked, reports finalized and closed out. 

Each report is sequentially numbered for audit integrity. Closed reports go into a company wide reports library.  There are options for anonymity in the reports. 

Reports data can be exported to spreadsheets or analytics tools, but there is currently no analytics in this system.

To create a new safety report form from a template, use the Safety Report Forms function. 

Note: Only the Safety Manager role can create new Safety Report Forms. 

To begin, from the Safety Manager home page, click on "Forms".

Next, select "+ New form from template"

Next, select the template you'd like to use to create your form (1) - this will provide a description of the template. Now click "USE SELECTED TEMPLATE" (2)

You will now see the SETTINGS page. Enter your Form Name (1), the Starting Number of your Report (2) (this defaults to 1) and the Anonymous Reporting options (3)

Once you have completed these steps, click FORM to continue (4)

You will now see the template-generated report:

You can now edit this template to suit your company needs by adding or removing elements. Please see the following link for instructions on the various report elements: Create a New Safety Report

Save / Publish:

When done editing, click "SAVE" (1). This will save to draft. When ready to publish, click on the ellipsis (2) and select "PUBLISH"  To delete or archive the report, click on the ellipsis.