Home > Select a Project > Add Form w/Safety Log component
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 create Safety Logs in your Compliance module, users will need Create permissions for Company Records
In order to create Safety Logs within a form, users will need Create permissions for the corresponding form
Safety Logs is a powerful tool designed to centralize safety and compliance data, allowing teams to manage all project and company logs in one place. Safety Logs can be created in your Project or Company's Compliance module.
SiteMax offers two ways of creating Safety Logs - Either manually within the Compliance module of your Company or Project Dashboard, or through Forms in your Site, Safety, or Equipment reports.
Creating Manual Safety Logs
To create a new safety log in the mobile app, open the Compliance module in either your Company or Project home page.
Click on the 3 dots at the top of the page and select "+ Add New Safety Log"
A new screen will appear with the following fields:
Title*: Enter the title of your Safety Log. This is the information that will distinguish the purpose of your Safety Log.
Type*: Select the type of Safety Log (ie; Risk, Hazard, Maintenance, Incident, Inspection, Control, Emergency Drill).
Project: If you are creating this Safety Log within a project, this field will autofill. Otherwise, you can select the Project in which you want this Safety Log to appear.
Trade Company: Add the name of the trade company, if applicable, associated with this Safety Log
Date/Time: The date & Time you want to associate with the Safety Log (this could be today's date, or the date of the Incident, Inspection, etc.)
Users: You can enter as many users as you would like to be associated with this Safety Log
Contacts: Enter any/all contacts you would like to be associated with this Safety Log
Equipment: Enter the Equipment (if necessary) associated with this Safety Log
Associated Log: You can link your Safety Logs to previously create logs. This can help you manage your safety information.
Notes: Add any essential information pertaining to your Safety Log.
Attribute dropdowns: Select all attributes that apply to your Safety Log
*Required Field
Fill in all of the necessary information and click "Save" and your Safety Log is created!
Creating Safety Logs in Forms
Note; you will need to incorporate your Safety Log component(s) within your chosen form(s) in order to create Safety Logs in a form.
Once you have incorporated your Safety Log component(s) in your selected forms, you can now create your Safety Logs while filling out that form.
Click the "+ Add" button on your project's home page.
Select the Site or Safety form that contains the Safety Log component
Click on the Safety Log component
A new screen will appear. Fill out the necessary information in the fields provided.
Click "Save" to save the Safety Log
Finish filling out the rest of the form, and Save and Close.
You can now view your new Safety Log in your Project's Compliance module.
Learn more about implementing the Safety Logs Component in your Forms!