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In your Safe365 account you can have as many checklists as you like. If you don't use the checklist often, you might want to deactivate it. This means it isn't available for users on their mobile phone, and then you can reactivate it when it's ready to be used. This guide will walk you through how to reactive your checklist to make it available on
Across all the reporting types you can upload documents to the report. This could be following on from the investigation or other steps that occurred after the report was completed on the Safe365 mobile application.
You can set up Actions within your Safe365 Maturity Assessment, these could be reminders or tasks. These Actions can also be assigned to other Users in the Safe365 account. Some examples of these Actions could be: Reviewing Documentation Making changes to processes Reminding of tasks These Actions will sit directly in the question you've assign
If you are an ‘Administrator’ in your Safe365 account you have the ability to add a new user to the account, all you need is their email address. When adding a new User, you need to select their ‘Role’, these are explained below. Administrator This user has access to all areas of Safe365 for the organisation, including maintaining subscription a
Once you've viewed the recorded incident and completed any follow up actions you can close your incident report in the system. This allows you to keep track of reports that have been completed and reports that are still open.
Safe365's Action feature is available throughout the entire platform. When investigating an Incident Report you may find some follow up Actions need to be taken, this feature will allow you to notify other Users in your Safe365 account to complete tasks.
When using the site management QR codes you can see who's scanned the code and “Email All”. This can be useful if you need to notify everyone that is on site for something.
Safe365 is a platform to help you access, improve and monitor your organisations health, safety & well-being capability, culture, performance, and engagement. Safer workforce. Better business. Getting Help with Safe365 Our Help Centre has numerous resources for each functionality across the Safe365 platform. Here you can also search anything
All reports produced through the Safe365 mobile app can be archived inside the Performance Dashboard. These reports can be archived once they have been Closed/Completed inside the report and is a good way to keep your Safe365 Performance Dashboard up to date with the recent reports. Once these reports are Archived you can still view them inside the
If you already have a Safe365 subscription or free trial you can then add Qualify365 into the same account so everything is in the same place. The steps below will you show you how to this when you've already signed into Safe365 online.
Within the Performance Console you can export reporting data outside of the system, you can do this in bulk or individually. This guide will take you through how to do this in bulk and has some useful tips and links at the end of the document.
Once you've submitted your Qualify365 Assessment for review your Assessor will provide you with feedback on how you can improve your Assessment Rating. This feedback can be found within your Assessment to help you improve for your next submission.
The system allows you to set up notifications for different reports submitted through the Safe365 Smartphone App, you notify the right people for Incidents, Hazards, Safety Records, Checklists and Site Management.
All reports sent into your Safe365 Performance Dashboard can be downloaded as a PDF directly from the system. This allows you to download the reports from the system and can be sent to individuals who are not connected to your Safe365 account to view.
Within the Safe365 mobile app you can report safety observations. Here you can select from users who completed this with you. Like the other functionalities on the Safe365 app, this will automatically connect to your web-console.
Once you've Close/Completed your reports in the Safe365 Dashboard there is an option to Archive Reports. This is a good way to filter out reports which have already been viewed and closed. To successfully Archive any reports in Safe365 they need to be Close/Completed inside the report. Here is a quick guide of how to Close/Complete reports.