Get Started with Observations Admin (7 videos)
Welcome to the Admin Portal series! Learn to easily manage users, locations, settings, and safety observations.
7 articles
- 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.