Separate your Health & Safety for different sites, jobs, projects or clients
The Sites feature is a flexible tool for categorising completed Health & Safety forms.
In this Article
Adding Sites
For a speedy setup of sites, simply input the site name and address.
To do this:
Log in to the Admin Console (Computer login)
Click Sites
Click on the Orange plus icon to add new sites
Select the location icon to add one site (you can also Bulk Upload sites by clicking the download icon)
Enter Site details
Site Check-out Reminder
Feature Alert: If you are on a Legacy Plan, you might not have this feature. Contact [email protected] to learn more.
Prompt your team to check out of the site by setting a Site Closed Time.
Archive Sites
Once you have completed your project you can Archive the site from the active site list. All of your data for that site is still saved, just removed from your site list until you un-archive the site.
To do this:
Log in to the Admin Console
Go to Sites
Click on the Bulk Archive Mode
Select the Sites you want to archive
Confirm the action by typing in 'archive'
Archive & Done!
Duplicate Sites
Do you often repeat information when setting up Sites? You can easily copy the site when adding new ones.
Export Site List
If you need to share your Site List with someone, simply click on the download icon to export it as a CSV file.
Viewing Sites on the Mobile App
After setting up your Sites, your team can view them via the Mobile App. When completing forms, your team must select the corresponding Site before saving the completed form.
To view Site Information
Open the Menu (three lines in the top left corner)
Go to Sites
Select the site you want to access
View the information