1. Log In to the Admin Site
Go to the Safety Reports Admin Site.
Enter your Admin login credentials.
Once logged in, locate the menu on the far left-hand side.
2. Navigate to “Company Maintenance”
From the main navigation menu, click “Company Maintenance.”
This will take you to the section where you can manage or add companies.
3. Click “Add New Company”
In the top right-hand corner, click the “Add New Company” button.
A new setup screen will open.
4. Enter Required Company Information
Fill in the minimum required fields:
Company Name
Contact Name
Contact Title
Contact Email
Full Address (City, State, and Zip Code)
5. Adjust Company Settings
Fine-tune settings to match your inspection and reporting preferences:
5.1 Corrective Action Tracking
Choose how to handle and follow up on negative observations.
5.2 Show Percent Positive
Toggle ON to display the percentage of positive observations in reports.
5.3 Show Safety Score
Toggle ON to show a safety score on inspection reports.
5.4 Share Company
Choose whether this company is visible to other inspectors or only to the assigned inspector.
5.5 Default Report Type
Choose the default layout for inspection reports.
Classic Format is the most commonly used.
5.6 Default Doc Type
Select the default file format:
PDF or Microsoft Word Document
5.7 Include Cover Letter
Decide whether to attach a cover letter to the inspection report.
5.8 Include Pictures
Choose whether to include images in the report.
5.9 Include Recommendations
Choose if recommendations should accompany negative observations.
6. Set Cover Letter Template
Choose if this company will use a custom cover letter or the default template for inspection reports.
7. Add CC Email Contacts
In the Email section, add anyone who should receive inspection reports by email.
Enter the Name and Email of each contact.
Click the green “Add” button after each entry.
⚠️ Note: If you click “Add Company” without using the green “Add” button in this section, the email contacts will not be saved.
8. Save the New Company
After reviewing all the entered information and settings:
Scroll to the bottom and click the green “Add Company” button.