Customizing categories for safety observations helps organize and streamline reporting processes. By creating tailored categories, you can better track safety issues, assign appropriate actions, and ensure relevant topics are covered. Follow the steps below to customize category maintenance in your Safety Reports admin page.
Step 1: Log In to Your Safety Reports Admin Page
Begin by logging in to your Safety Reports Admin page using your username (email) and password provided by your organization.
Step 2: Access Observations Settings
Once logged in, select Observations from the grey bar at the top of the screen. This will bring you to the section where you can manage categories, causes, and other settings related to safety observations.
Step 3: Choose "Category Maintenance"
On the far-left side of the screen, select Category Maintenance. This will allow you to view and manage all categories for safety observations.
Step 4: Click on "Custom"
To create a customized category, click on the Custom option. This will allow you to add new categories that suit your organization's needs.
Step 5: Click "Add New Category"
Next, click the Add New Category button to begin creating your new category.
Step 6: Add Category Information
Fill in the necessary information for the new category, such as the category name and any additional details you wish to include. Once all the information is added, click Submit to save the new category.
Conclusion
Customizing category maintenance ensures that your observations are organized in a way that aligns with your organization’s safety program. By following these simple steps, you can create categories that make tracking and addressing safety concerns more efficient and tailored to your needs.
Download the Customize Category Maintenance PDF here: