Changing Site or Job on the Mobile
Change between sites on your Mobile when completing your Health & Safety forms.
When filling out forms, it's important to save them against a specific site or job. This helps you easily identify where the form was completed. You can create sites or jobs either on your computer login prior to arriving at the site, or on the go using the mobile app.
In this Article
Changing Sites or Jobs
To ensure that your forms are saved in the correct location, always begin by completing this initial step when utilizing the App.
Changing Site on the Home Page
- Click the Site name at the top of the app (below your profile picture)
- Choose the site you are working on that day
- If your locations services are turned on and your address is set up on the Computer login then the site you're closest to will show up at the top
Changing Site on the To-Do List
- Click the Site name at the top of the app (below the date)
- Choose the site you are working on that day
- If your location's services are turned on and your address is set up on the Computer login then the site you're closest to will show up at the top. Now when you complete a form, it will be saved against that Site.
Viewing Site information
Once you have chosen the appropriate site, you will be able to access information regarding the job that was created during the computer login process.
To view this:
- Click the three lines in the top left corner (menu icon)
- Go to Sites (this may be labelled differently depending on how your Admin of your account set this up)
- Select the Site you'd like to view
- View site information for that site or any attached resources
