Setting up a job in the Safety Reports Admin Site Job Bank helps streamline your inspection and reporting process. Follow the steps below to easily create and configure new jobs in your Job Bank.
Note: You must have Admin access with the Job Bank Maint menu option enabled to create jobs in Job Bank. If you don’t see this option, contact your Safety Reports Admin. The Safety Reports Admin must email support@alignops.com to request Job Bank access from the AlignOps team. If the "Job Bank Maint" option is missing, contact your system administrator to ensure the necessary admin permissions are enabled for your profile. Once permissions are updated, refresh your admin dashboard to access the option.
Steps for Job Bank Setup:
1. Log in to Your Safety Reports Admin Page
Begin by logging into your Safety Reports Admin page using your administrator credentials.
2. Navigate to Inspections
After logging in, select ‘Inspections’ from the grey navigation bar at the top of the page.
3. Access Job Bank Maintenance
On the left side of the page, click on ‘Job Bank Maint’. This will take you to the Job Bank Maintenance section, where you can manage jobs.
4. Add a New Job
Once you're in the Job Bank Maintenance section, click on ‘Add New Job’ to start the process of adding a new job.
5. Add Job Information
Provide the necessary details for the job, such as job name, description, and any other relevant information that helps categorize the job correctly.
6. Choose a Start and End Date
The start date defaults to today’s date and the end date defaults to one year after the start date. You can bypass the defaults and customize your desired start date and end date for the job. This helps track the job's timeline and ensures the correct reporting period is applied.
7. Save the Job
After filling out all the required information, scroll to the bottom of the page and click ‘Add Job’ to save the job details.
Conclusion
Setting up jobs in your Safety Reports Admin Site Job Bank is a straightforward process that helps you manage inspections effectively. By following these simple steps, you can ensure that your job records are organized, complete, and ready for reporting.
Troubleshooting Common Issues
Jobs Not Appearing in the User's App: Ensure the user has synced their app with the default databases after job assignment.
Missing Admin Options: Verify that the required permissions are enabled for your admin profile. If the issue persists, contact technical support for assistance. Additionally, assigning jobs to users ensures that the right personnel have access to the necessary job details for efficient operations.
Job not appearing in Admin Job Bank Maint: You must select the filters box in Job Bank Mant. to view any jobs that have an end date greater than three years.
⚠️ Important: This guide applies only to the Inspections App in Safety Reports. The steps and features described do not apply to other apps, including:
Forms App, JSA App, Observations App, Incident App, Incidents App, Safety Scan App, Training App.
Download Job Bank Set Up PDF here: