Customizing your Safety Reports Admin settings allows you to tailor the inspection app to better suit your company's needs. User-defined settings can help you manage custom fields, logos, cover letters, severity ratings, and contributing factors for more personalized and efficient reporting. Follow these steps to make the necessary adjustments.
Steps to Configure User Defined Settings:
1. Log in to Your Safety Reports Admin Page
Start by logging into your Safety Reports Admin page using your administrator credentials.
2. Select Inspections
After logging in, click on ‘Inspections’ along the grey bar at the top of the screen. This will bring you to the section where you can manage your inspection settings.
3. Choose User-Defined Settings
On the far left side of the page, select ‘User-Defined Settings’. This will allow you to customize various aspects of the inspection app.
4. Add Custom Fields for the Inspection App
You can add custom fields to the Inspection App to capture data that is specific to your organization's needs. These fields can be used to track additional information during inspections.
5. Add a Logo and Edit the Cover Letter
Add your company’s logo and edit the cover letter that will appear on inspection reports. Customizing the cover letter makes the reports look professional and aligned with your branding.
6. Customize Severity Ratings and Contributing Factors
Customize severity ratings to reflect your organization's safety priorities. You can also define contributing factors that might be relevant to your inspection process, helping to capture more detailed data.
Sync Your Changes with the Mobile App
After updating the settings on the Admin page, your changes will be reflected in the Mobile App. The next time you log in to the Mobile App, click on the ‘Config’ tab and run a ‘Download Default Database’. This will ensure that the changes you made in the Admin settings are applied to the app.
Conclusion
By customizing the User Defined Settings in your Safety Reports Admin page, you can enhance your inspection process with personalized fields, branding, and reporting features. With these adjustments, your team can efficiently capture and report on safety inspections, ensuring that all relevant data is collected and presented according to your specific requirements.
Download the User Defined Settings PDF here: