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All CollectionsForms: Safety Reports
Safety Forms Admin Functions
Safety Forms Admin Functions
Updated over 2 months ago

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.

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