Standard Menus (Available to all Safety Forms Account Types)
Dashboard – Provides form completion data roll-ups.
User Maintenance – Manage author profiles.
Account Settings – Adjust general account details.
Custom Menus
Forms Maintenance – Modify form templates.
Location/Customer Management – Edit location details.
Completed Forms – Retrieve PDFs and Excel reports of submitted forms.
Responsible Party Management – Oversee responsible parties.
Corrective Action Tracking – Manage actions resulting from negative form results.
⚠️ Important: This guide applies only to the Forms App in Safety Reports. The steps and features described do not apply to other apps, including:
Inspections App, JSA App, Observations App, Incident App, Incidents App, Safety Scan App, Training App.