Skip to main content

How to Add a New Company in Safety Reports (Admin Site)

This step-by-step guide walks you through the process of adding a new company for inspections in the Safety Reports Admin Site.

Updated over 2 weeks ago

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.

    1. Enter the Name and Email of each contact.

    2. 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.

Did this answer your question?