Email Notifications

Email Notifications allow the user to send an email to any email address notifying the recipient of a record recorded in the system. The email includes a synopsis of the record and if the recipient has a valid username and password, allows the user to quickly access the record in IndustrySafe. There is no limit […]

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Attaching Files to a Record

Supporting Documents allows the user to link an electronic file to a record. Once the file is uploaded to the IndustrySafe server, anyone who can access the record can view the linked documents. This function is ideal for linking digital photos of an event or occurrence to the record. Supporting Documents can be available on […]

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Can I Close Records in IndustrySafe?

The IndustrySafe Close Feature allows you to close records. When a record is closed, the Close Section is populated with the user’s Employee ID, Name, and Title, identifying them as the closer. The record then becomes read only and may only be reopened by users with the ability to reopen records. The close Section is […]

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What are Observations?

The Observations module allows you to schedule, track and analyze Observation sessions. The module is divided into: Observations Observation Schedule Reports & Analysis The Observation function allows you to record all field observations that have been conducted. The Observation Schedule function allows you to schedule observations by assigning an employee an observation frequency. The Reports […]

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Adding an Observation

The Observation Recording Form allows you to record all field observations that are conducted throughout your organization. Quick Steps Example: Adding an Observation Record Open the Observation module by selecting the Observation tab in the main menu. On the horizontal menu select the green plus sign in the upper left and select Add Observation. Select the […]

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Observation Schedule

The Observation Schedule function allows you to assign an employee an observation frequency. An observation frequency is the number of observations that are required to be conducted per month. Adding an Observation Frequency Open the Observations module by selecting the Observations tab in the main menu. On the horizontal menu select Observation Schedule. Select the […]

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Observation Email Alerts

There are a number of Email Alerts that are sent out automatically based on set criteria defined in the System Functions module. Only employees that have an email address in the basic employee information table and an observation frequency will receive observation email alerts. The following are a list of some of the available Observation […]

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