Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to access Safety Attributes, users will need Edit permissions for Settings
A Safety Attribute functions like a Custom Field, allowing you to define and capture specific data within a log. With Safety Attributes, you can name each field and provide a predefined list of selectable options, ensuring accuracy in safety reporting. Customize Safety Attributes based on the Safety Log Type to ensure you capture the exact information needed for each entry.
Create a Safety Attribute
To create a Safety Attribute, follow these steps:
Navigate to Company Settings > Safety Program > Safety Logs.
Click on the Add Safety Attribute button.
Enter a Name for the attribute to prompt users with a specific question.
If you want to ask users whether follow-up is needed for a log, name the attribute "Follow-up needed?"
Enter the response options users will select from when creating a log. You can add as many options as needed. For a yes/no question, add the values "Yes" and "No".
Select the log types where this attribute should appear. For example, if the question should be included in inspections, maintenance logs, and emergency drills, keep these log types in the Included column.
Use the arrows to move any log types to the Excluded column if they should not have this attribute.Click Save to apply the attribute. The attribute will now be available when the selected log types are created in the Safety Log.
Manage Safety Attributes
Archiving and Unarchiving Safety Attributes
Safety Attributes can be archived or unarchived at any time without losing previously recorded data. This ensures attributes remain available for recovery and reuse when needed.
To Archive a Safety Attribute,
Click on the attribute.
Click the Actions button.
Select Archive to deactivate the attribute or Unarchive to restore it.
Use the filter option to display only archived attributes by selecting the Archive status filter.
Reordering Safety Attributes
You can change the order of Safety Attributes as they appear in logs.
To reorder the Safety Attributes,
Click the Actions button.
Select Reorder.
Drag and drop attributes into your preferred order.
Even if attributes are used for specific logs, reordering them here will update their order across all logs.