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.
⚠️ Important: This guide applies only to the Forms App in Safety Reports. The steps and features described do not apply to other apps, including:
Inspections App, JSA App, Observations App, Incident App, Incidents App, Safety Scan App, Training App.