Dashboard > Select a Project > Site/Safety Reports
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.
Depending on the Actions chosen, users will need View permissions (to Export), Edit permissions (to Update Assigned User, Assigned Date, Status, and Label), and/or Lock permissions (to Lock/Unlock) selected forms.
As with many of our modules, the Actions Dropdown provides you with lots more options you can add to your Site/Safety Reports.
Multiple PDF Export
Export multiple forms all at once with Multiple PDF Export.
Select the forms you wish to export by clicking on the boxes beside them (click on the box above the forms to select all)
Select "Multiple PDF Export" from the Actions dropdown
A new screen will appear where you can choose to download a zip file or export a PDF with your merged forms. (Don't forget to select the forms!)
You will be taken to your Export screen where you can click "Save" at the bottom of the page, or click on the menu at the far left and choose to "Print" or create your own title for your export ("Save As")
Lock Selected/Unlock Selected
Locking forms prevents users from making any further edits to the form. This helps to maintain the integrity of your compliance.
Bulk Edit
Making edits to multiple forms all at once with Bulk Edit.
There are several options in your Bulk Edits. Check the box beside the option you wish to change, and make the adjustment.
*Remember, any changes made will affect all forms selected
Lock/Unlock: Either lock or unlock the forms selected (Lock permissions required)
Assignee: Change the assigned user for the forms selected (Edit permissions required)
Assigned Date: Change the assigned date for the forms selected (Edit permissions required)
Status: Update the status of the forms selected (Edit permissions required)
Label: Update the label of the forms selected (Edit Permissions required)
Learn More!