Home > Menu > Compliance > Records Tab > Add New Record
Home > Select a Project > Menu > Compliance > Records Tab > Add New Record
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 Add Records and Safety Logs, users will need Create permissions for Records
In order to Manage Records and Safety Logs, users will need Manage permissions
Understanding the Compliance Module
Keep track of all of your Safety Activity with Compliance. Create and manage Safety Logs and Records quickly and easily at either the Company or Project level. This article will help to explain how to use the Compliance module in the mobile app.
Note: Compliance is an additional module. Please contact your CSM for more information
Records
Records are designed to be tracked; they have a lifecycle with a defined end state.
Records have explicit workflows, they can be Renewable, Approvable, or Resolvable and they represent Compliance obligations or corrective work needed.
You can create and manage your Records (with the proper permissions) in the mobile app. Here's how!
Creating Records
Creating Records
In your Compliance module (whether at the Project or Company Level) open the Records tab.
Click on the 3-dot Actions menu at the top right and select "+ Add New Record"
A new screen will appear allowing you to create your new Record
Start with the Name and Type of Record you are creating and fill in any further details necessary
Fill in the Attribute values based on the Record Type
Add any attachments or reminders needed and click "Save"
Managing Records
Managing Records
Because Records have lifecycles and require action, you can Resolve, Renew, and Approve them in the mobile app.
Click on the Record
Select "Renew", "Resolve", "Reject", or "Approve" at the bottom of the screen
You can also Archive your Records, Unarchive them if you need them back or Delete them entirely from your system.
Archiving/Unarchiving Records
Archiving/Unarchiving Records
Archiving Records
Click on the 3-dot Action menu button and select "Archive"
Select the Records you wish to archive and click "Confirm"
Click "Yes" to confirm
Unarchiving Records
To start, you will need to locate your Archived Records using your Filters.
Scroll down to find the "Archived" field and select "Yes" (use more of your filter criteria to narrow down your search)
Click "Save" to set your filters
Now you will have a list of your Archived Records
Clicking on the 3-dot Actions menu, select "Unarchive" from your list of Actions
Select the Records you wish to unarchive and click "Confirm"
Click "Yes" to confirm
Deleting Records
Deleting Records
If you're certain you no longer need a Record in your system, you can completely delete it. Note: Deleting is permanent and cannot be reversed
Under the 3-dot Actions menu, select "Delete"
Select the Records you wish to delete and click "Confirm"
Click "Delete" to confirm deletion
Learn how to create new Record Types and Attributes