Additonal Features

Additional Features are Tasks, Events, Hazards, Corrective Actions, Email Notification, Supporting Documents and Close Section. These features are available on almost every form. Quick Steps Example: Additional Features 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 […]

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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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How Do I Capture Safety Meetings in IndustrySafe?

There are several ways to capture safety meetings in IndustrySafe.  Here are two of them; with the strengths and limitations of each method. Set up a Safety Meeting with the Training Module Add a class in the class catalog for the Safety Meeting; Schedule the Safety Meeting as a class and invite employees to attend the […]

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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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Setting Up Reminder Dates for Training

To configure email alerts for the training module, go to System Functions > Setup > Edit Forms and select “Training – Class Schedule” for the Recording Form and “Email Alerts” for the section. To have employees reminded that they need to be retrained, you can enable the Class Retraining Alert.  This alert will be sent to an […]

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What Is Training?

The Training Module allows the user to track employee specific information related to training activities. The module is divided into four functions: Class Catalog Class Schedule Employees Reports & Analysis The Class Catalog function allows you to record all classes that are taught throughout your organization. The Class Schedule function allows you to schedule classes. […]

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Employee Training History and Required Training Profile

The Employee Summary and Employee Form enables the user to view and edit an individual employee’s basic information, class history, Required Training Profile and Incident History. The Class History Form allows users to view and record information about the employee related to a specific class s/he was enrolled in. Viewing an Employee’s Class History Select […]

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Training Reports

For any training reports that have “Log” in the title, please see our Analysis Grid article for more information. All of the below reports allow you to select your output (PDF, Word, Excel), filter down through hierarchy layers, and select a date range. Class Roster Report – A log of class activity by sponsor’s hierarchy with […]

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