Get Started: SafetyReports Video Tutorials & Training Series
Foundational video tutorials and training series to get new admins and users up to speed on the SafetyReports web and mobile apps.
17 articles
1 User Profiles - SR Inspections AdminLearn how to create user profiles, organize team members into user groups, and assign specific checklist access permissions.
2 Inspection Maintenance SR Inspections AdminLearn to view, edit, and manually create standard or recurring inspections, select input modes, and assign responsible parties.
3 Company Maintenance SR Inspections AdminLearn to set up customer or client profiles, configure company-specific settings, add CC contacts, and manage active status.
4 Standard Checklist Maintenance - SR Inspections AdminLearn how to customize your inspection templates by adding, sorting, and modifying custom categories and specific checklist items.
5 User Defined Setting - SR Inspections AdminLearn to customize app fields, require specific inputs, configure cover letters, and adjust severity ratings for mobile app users.
6 Corrective Action Tracking SR Inspections AdminLearn to track open issues, resend reminders to responsible parties, log corrective actions, and close resolved inspection items.
7 Responsible Party SR Inspections AdminLearn to add responsible parties, link emails for automatic corrective action notices, and manage active or inactive status.
Get Started with Observations Admin
Welcome to the Admin Portal series! Learn to easily manage users, locations, settings, and safety observations.
1 Observation MaintenanceTrack, filter, close, or delete safety observations submitted by your team to keep your dashboard updated!
2 User MaintenanceQuickly add team members, import users from other products, and organize them into custom groups for easy management.
3 Location MaintenanceSet up new job locations and connect them with responsible parties for automated follow-up email alerts.
4 Category MaintenanceTailor your app dropdowns! Learn to hide default safety categories and add your own custom ones.
5 Contributing Factor MaintenanceManage your safety data! Toggle standard contributing factors on or off and add custom options for your team.
6 Responsible Party MaintenanceLearn to add, edit, and deactivate responsible parties to keep your safety follow-ups properly routed!
7 Observation SettingsCustomize your team's app! Learn to toggle features, set severity levels, and route default emails with ease.