Disabling a Field

Disabling a field will remove a field from a recording form. Quick Steps Example: Disabling a Field Open the System Functions module by selecting the System Functions wrench in the main menu. On the horizontal menu select Set-Up, then select Edit Forms. In the Recording Form drop down, select the Recording Form where the drop […]

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Making a Field Required

Making a field required means that a user must complete the field in order to receive a successful save message. Quick Steps Example: Making a Field Required Open the System Functions module by selecting the System Functions wrench in the main menu. On the horizontal menu select Set-Up, then select Edit Forms. In the Recording […]

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Edit a Field

Editing an existing field label means that you change the field label of an existing field. For example, you can change a field originally labeled “Estimated Cost of Corrective Action” to “Estimated Cost.” Quick Steps Example: Editing an Existing Field Open the System Functions module by selecting the System Functions wrench in the main menu. […]

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Add a New Field

New fields can be added to any recording forms. When adding a new field the user can define the field label, field type and if it is a required field. If the new field is a drop down, the user can also populate the drop down values. New fields always appear at the end of […]

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User Preferences

In the User Preferences Section, all users are able edit his or her password, set the number of records they want to see in each page of a summary screen, and editing the email address associated with their username, and reset their dashboard and summary screen settings. User Preferences Open the System Functions module by […]

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Privacy Case and HIPAA User Level Within IndustrySafe

IndustrySafe includes options to protect access of users to employee injury data -one option is the HIPAA checkbox in the user level matrix and the other option is the privacy case question on the Incident Investigation Form of IndustrySafe.  This article explains both options. The HIPAA checkbox in system functions -user level matrix (System Functions -Users -Add/Edit Levels -Edit User […]

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Configuring Email Alerts

System Administrators are able to edit IndustrySafe’s automatic email notifications and alerts using the Email Template Editor. This tool allows System Administrators to make formatting changes and edit the text of IndustrySafe’s automatic email templates. System Administrators can also use the Email Template Editor to identify which fields should be included in the automatic email […]

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Configuration Worksheets for IndustrySafe

The following provides links to configuration worksheets that can help IndustrySafe System Administrators configure the IndustrySafe Software: New Incident Form Configuations Incident Investigation Form Configurations Inspection Form Configurations Corrective Action Form Configurations

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Configuring Fields and Drop Downs in IndustrySafe

The Edit Forms Section of Setup allows System Administrators to add and edit fields, edit drop down values, configure additional features, and define email alert criteria. To configure a recording form go to System Functions > Setup > Edit Forms and select the name of the recording form and the section you wish to modify. […]

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How Do I Give a User Read Only Access?

A user’s access to IndustrySafe is controlled by the user’s user level. To change a user’s access to read only, a system administrator may either modify the user’s current user level, assign the user an existing user level with read only access, or create a new user level for the user. To change the access […]

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