The Safety Obs Account Settings page offers a variety of options to tailor the behavior of the Safety Obs app to meet your organization’s needs. Each function allows you to adjust notifications, visibility, and reporting preferences. Here’s a detailed guide on each setting available in the Settings section.
1. Email Root (e.g., safetyreports.com used for login)
This setting allows you to set up an email domain (root). When someone from your organization downloads the app and registers with an email from this domain, they will automatically be added to your Safety Obs account as a user. This feature streamlines the user registration process and ensures that only your company’s employees are added to the system.
2. Account Email (Default Used for Notifications)
This setting allows you to specify a default email address that will receive notifications for all Safety Obs activities. This is the address where updates and alerts related to safety observations will be sent.
3. Default Responsible Party
You can set a default Responsible Party who will be notified when negative observations are submitted from the field. For the Responsible Party to show up in the dropdown menu, they must first be added to the system through the Responsible Party Maintenance function on the admin page.
4. Send Observation Email?
This option determines whether the system will automatically send an observation email after an observation has been submitted. You can enable or disable this feature depending on your organization’s preference for notification.
5. Minimum Email Send Level (Severity)
This setting allows you to set a severity threshold for negative observations. For example, if you choose "Medium" as the threshold, the system will only send follow-up emails for observations with a severity level of "Medium" or "High". Observations rated as "N/A" or "Low" will not trigger email notifications to responsible parties.
6. Show Job Bank Projects?
If your organization uses JobBank for managing projects, you can choose to use these JobBank projects as Locations in the Safety Obs app. This makes it easier for users to select from pre-loaded project locations when submitting safety observations.
7. Show Inspection Companies?
Similar to JobBank projects, you can choose to use Companies from the Inspection App as Locations within Safety Obs. If you do not use JobBank or Inspection Companies, you have the option to manually create or upload the Locations where safety observations will occur. If neither option is selected, users can manually enter location information during the observation submission process.
8. Show 'Pos/Neg' Switch?
This setting determines whether observers can choose whether their observation is Positive or Negative. If enabled, users can toggle between these two options, streamlining the observation process.
9. Show 'Cause' Selection Box?
If you want to allow users to choose a Cause for their observations, you can enable the Cause dropdown menu. Causes can be customized via the Cause Maintenance function on the admin site, giving you full control over which causes appear in the app.
10. Show 'Action Taken' Textbox?
Enabling this option will allow observers to record any actions taken after making an observation. A text box will appear in the app for them to note any steps they took or actions they implemented.
11. Show 'Severity Rating' Dropdown?
If you want observers to assign a severity rating to their observations, enable the Severity Rating dropdown menu. This feature is essential for distinguishing the urgency of different observations and helps your team prioritize follow-up actions. Note: If you are using the Minimum Email Send Severity Level setting, this option must also be enabled.
12. Use Geo-Tag?
Enable the Geo-Tag feature to allow observers to tag their location when submitting observations. This function captures the latitude and longitude of the observer’s device and can display a map illustration of the location. Geo-tagging helps ensure that safety observations are accurately recorded with geographical context.
Conclusion
The Safety Obs Account Settings page offers a wide range of customization options that allow you to tailor the app to your organization’s needs. Whether you are managing notifications, categorizing observations, or customizing the mobile experience, these settings ensure that your safety reporting process is efficient, accurate, and aligned with your company's requirements.
Download the Safety Observations Account Settings PDF here: