View everyone that has Scanned your Site Management QR Code

Published May 27th, 2024 by Maddie Kidd

When you have a Site set up with a QR code, you are able to view, contact and export the information for all scans in and out. To view those that have signed into your Site QR code: Naviage to the Performance Dashboard. Click ‘Site Management’ from the left menu. Click into a Site. All scan information is displayed. From there you can Email or Expor

Create an Action within a Report

Published May 27th, 2024 by Maddie Kidd

Safe365's Action feature is available throughout the entire platform. When investigating a 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.  How to add Actions within a Report: Navigate to the Performance Dashboard Click through to the Report. Un

How to Access Safe365 University

Published May 27th, 2024 by Maddie Kidd

Inside each account you have the ability to complete Safe365 University. This will help you understand the entire platform and will take you roughly 5 hours to complete.  To access Safe365 University: Click into the Admin Menu, top right under your name. Click ‘Switch to Demo/University’. You are now in the demo/sandbox environment. Anything you do

Submit an Incident Report from the Web (Admin Access)

Published May 27th, 2024 by Maddie Kidd

To Submit an Incident from the web: Navigate to the Performance Dashboard and click Incidents. Click ‘Add New’. Complete the Incident fields. The required fields are a Title, Tag and What Happened. Click ‘Save and Closed’.  

Complete a Checklist on the Safe365 Mobile App

Published May 27th, 2024 by Maddie Kidd

All Safe365 checklists are completed on the mobile app, below is a quick guide of how to do this on the app. 

How to add a Qualify365 Subscription in your Safe365 Account

Published May 27th, 2024 by Maddie Kidd

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.  To add a Qualify365 Subscription: Click into the Admin Menu, top right under your name. Click ‘Subscription &am

How to Update your Organisation Profile

Published May 27th, 2024 by Maddie Kidd

If you are an Administrator in Safe365 you can make changes to your organisation profile when needed.  From the Organisation Profile you are able to update your Organisation Name, Address, Industry classifications, and your Logo. To Update your Organisation Name or Organisation Profile information: Click into the Admin Menu, top right under your nam

Create a QR Code for a Checklist

Published May 27th, 2024 by Maddie Kidd

Once you've created a checklist on the web-console you can download a QR code for the checklist. When scanned on the Safe365 mobile app, the selected checklist will automatically pop up on the users mobile app.  How to create a QR code for a Checklist: Navigate to the Performance Dashboard. Click into Checklists. On the Checklist you need a QR code

How to Share a Checklist

Published May 27th, 2024 by Maddie Kidd

If you have multiple accounts, you don't have to create checklists in every account.  If you are a User across these accounts you can share an already created checklist across multiple accounts. How to Share a Checklist: Navigate to the Performance Dashboard. Click into ‘Checklists’. On the Checklist you need to Share, click ‘Options’. Click ‘Share’

How to upload multiple documents to an Action

Published May 27th, 2024 by Maddie Kidd

Download PDF Reports from the Performance Dashboard

Published May 27th, 2024 by Maddie Kidd

All reports sent into your Safe365 Performance Dashboard can be downloaded as a PDF directly from the system.  To Download a PDF copy of a submitted report: Click into the Report. Click ‘Download PDF’.  

Filtering Safe365 Reports by Date Range

Published May 27th, 2024 by Maddie Kidd

You are able to filter reports based off a date range, this can be useful when preparing reports and need data from a specific month for example.  Filtering Safe365 Reports: Navigate to the Performance Dashboard. Click into the Report Type you need to filter. In the Search Panel, enter a Date Range. Click ‘Search’. You can then Export the results fo

How to Archive Checklists Reports

Published May 27th, 2024 by Maddie Kidd

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.  How to Archive Checklist Reports: Navigate to the Performance Dashboard. Click into the Checklist. On the Report you want to Archive, click ‘Options’, Click ‘Arc

Export a list of all QR code Scans

Published May 27th, 2024 by Maddie Kidd

If you need to export QR Code Scans out of the Safe365 Performance Console you can do this to CSV. To Export the logs for who is signed into a Site: Navigate to the Performance Dashboard. Click ‘Site Management’ from the left panel. Click into the Site. Click ‘Export’.

How to Invite a User to your Safe365 Account

Published May 27th, 2024 by Maddie Kidd

If you are an Administrator in your Safe365 account, you have the ability to add users. All you need is their email address.  When adding a new User, you need to select their ‘Role’, these are explained below.  Safe365 User Roles Explained When a user is invited in, need to have a role assigned to them. Below is an expl When a user is invited in, ne

How to Start your Safe365 Subscription

Published May 27th, 2024 by Maddie Kidd

When you are in your Free Trial you can start your Subscription at any time and select your preferred payment method. If you are in a free trial, and want to start your subscription: Click on ‘Start your Subscription’ in the yellow banner. Select and enter your payment information. Confirm and click ‘Update Payment Info’. Your Safe365 Subscription w

How to Access Safe365 Resources

Published May 27th, 2024 by Maddie Kidd

Once you've completed the Safe365 Maturity Assessment the system provides you with resources to help you improve your Health and Safety Capability and Culture over time.    To access Resources from the Safe365 Assessment: Click into an element on the Safety Culture Assessment. Expand the ‘Actions to Improve your Rating’ section for the resource you

Setting up Checklist Notifications

Published May 27th, 2024 by Maddie Kidd

Checklist notifications can be set up within the Checklist Editor. Here you can alert the correct people for different checklists on the system. How to Set up Checklist notifications. Navigate to the Performance Dashboard. Click into ‘Checklists’. On the Checklist to edit Notifications, click ‘Options’. Click ‘Edit’. Within the ‘Notification Emails’

How to Export Safe365 Reports to CSV or Json

Published May 27th, 2024 by Maddie Kidd

Within the Performance Console you can export reporting data outside of the system, you can do this in bulk or individually.  How to Bulk Export reports: Navigate to the Performance Dashboard. Click into a Report Type. If required use the Search Panel to filter the results by date. Click ‘Export’ and select the export file type.  

Generate a Contractor Connect Code

Published May 27th, 2024 by Maddie Kidd

To receive data from Contractors you need to generate a code in your system and share this with them. Once the code is shared the contractor will set up their account in the system and input the code generated. 

How to Upload Documents to Safe365 Reports

Published May 27th, 2024 by Maddie Kidd

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.  How to upload a File to a Safe365 Report: Navigate to the report. When in the report click on ‘Upload Files’. Click ‘Browse Files’. Us

View changes made in the Maturity Assessment

Published May 27th, 2024 by Maddie Kidd

How to view changes made to your Maturity Assessment: From the Index Dashboard, scroll down to the Change over time graph. Click on one of the dots, which indicate when a change was made. Review the list of changes.  If required from you can alter the date range to see changes for a certain period. All changes can then be exported if requried.

View Qualify365 Assessment Feedback

Published May 27th, 2024 by Maddie Kidd

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. 

How to Close a Report

Published May 27th, 2024 by Maddie Kidd

Once you've viewed and completed any follow up actions you can close reports in the system. This allows you to keep track of reports that have been completed and reports that are still open.  How to Close a Report: Navigate to the Performance Dashboard. Click into the Report. Click ‘Close/Complete’. The Report will be marked as Closed but remain in

Un-archiving Reports in Safe365

Published May 27th, 2024 by Maddie Kidd

To Un-Archive a Report: Click through to the Performance Dashboard. Click on the Report Type for the Archived Report. In the Search panel, click the ‘x’ on the default statuses. Click on ‘Archived’. Click ‘Search’. This will show you all the Archived Reports. On the report you need to Un-Archive, click ‘Options’. Click ‘Un-Archive’. Your report will

How to Edit a Checklist

Published May 27th, 2024 by Maddie Kidd

At any point, you can make changes to the checklists you've previously created. To edit these you need to complete this process on the Safe365 web-console.  How to Edit a Checklist: Navigate to the Performance Dashboard. Click into ‘Checklists’. On the Checklist to edit Notifications, click ‘Options’. Click ‘Edit’. From here you are able to edit who

Adding Notes in the Maturity Assessment

Published May 27th, 2024 by Maddie Kidd

It is best practice to add a note when making changes to an assessment question. This gives visibility for other users to see the justification for the change in rater and helps satisfy the ability to review and audit all answers. To Add a Note when completing or changing an Assessment Question: On a completed assessment, click into an element. Clic

View Your Submitted Reports on the Web-Console (Worker Access)

Published July 1st, 2024 by Maddie Kidd

As a worker you can view all the reports you have submitted through Safe365.   

How to Contact everyone that has Scanned the Site Management QR Code

Published May 27th, 2024 by Maddie Kidd

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.  To Contact everyone who is signed into a Site: Navigate to the Performance Dashboard. Click ‘Site Management’ from the left panel. Click into the Site. Click ‘Export’. Click ‘Em

How to Export a Single Report to CSV

Published May 27th, 2024 by Maddie Kidd

In the Performance Console you are able to export a single report out of the system.  You can also export bulk reports out of the system, the steps to this are here.  How to Export a Single Report: Navigate to the Performance Dashboard, and to the report you are going to Export. Click ‘Options’  Select ‘Export to CSV’.  

Adding an Action in the Safe365 Maturity Assessment

Published May 27th, 2024 by Maddie Kidd

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

Submit a Safety Observation from the Safe365 App

Published May 27th, 2024 by Maddie Kidd

Within the Safe365 mobile app you can report safety observations.  When creating a Safety Observations, you can select from users who completed this with you, or who the report is about.  

How to Activate a Checklist

Published May 27th, 2024 by Maddie Kidd

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 in the Safe365 app, and then you can reactivate it when it's ready to be used.  How to Activate a Checklist: Navigate to the Performance Dashboard. Click into ‘Checklists’

Full Admin Guide Safe365

Published May 27th, 2024 by Maddie Kidd

  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

Action Tags Explained

Published May 27th, 2024 by Maddie Kidd

When creating an Action across the platform you will see multiple action tags available, this guide explains the different tags and how you can use them. 

How to set up Notifications in the Performance Console

Published May 27th, 2024 by Maddie Kidd

The system allows you to set up notifications for different reports submitted through the Safe365 Smartphone App. To ensure you notify the right people for the right report, this is set up by report type. Set Up Workforce Connect Notifications: Click into the ‘Performance Dashboard’. In the Left Hand menu, select ‘Settings’. For each of the report t

Update your Profile on Safe365

Published May 27th, 2024 by Maddie Kidd

To update your user profile: Click into the Admin Menu, top right under your name. Click ‘Your Profile’. Update your name or notification settings. Click 'Save'.          

How to Close/Complete Checklist Reports

Published May 27th, 2024 by Maddie Kidd

How to Close/Complete a Checklist Report: Navigate to the Performance Dashboard. Click into a Checklist. Click into the Report you need to Close. Click ‘Close/Complete’.  

Archiving Reports in Safe365

Published May 27th, 2024 by Maddie Kidd

All reports produced through the Safe365 mobile app can be archived inside the Performance Dashboard. These reports can be archived once they have been marked as Closed/Completed.  This 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 syst