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Setup & Assigning Responsible Parties in Safety Forms

Updated over a month ago

Responsible Parties receive PDFs when action items are assigned in the app.

Adding a Responsible Party:

1️⃣ Click "Add New Responsible Party".

2️⃣ Enter their name and email.

3️⃣ Set their status as Active or Inactive (to determine email notifications).

Assigning Responsible Parties to Locations:

1️⃣ Move locations from the Available Locations to the Selected Locations column.

2️⃣ Click "Update" to save.

Note: Ensure only relevant individuals are assigned as Responsible Parties to prevent spam-like email issues.

Download the entire Forms Admin Guide PDF here:

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