• Dashboard shows current work needing attention.
• Hazards contains reported hazards, incidents, and near misses.
• Inspections contains safety checks.
• Investigations handles deeper follow-up when required.
• Corrective Actions tracks accountable follow-up.
• Reporting provides historical and management visibility.

1. 1Review the Dashboard.
2. 2Follow work that needs attention.
3. 3Use Reporting when you need history or management visibility.

• Workspace settings cover organization details, locations, team invitations, roles, modules, and notification preferences.
• Current role names are admin, manager, investigator, executive, and submitter.
• Keep locations active only when they should receive current reporting and workflow activity.

• Admin: workspace setup, configuration, and broader control of workspace settings.
• Manager: operational follow-up, location oversight, and review of active work.
• Investigator: investigation work and assigned follow-up tasks.
• Executive: high-level visibility into dashboards and reporting.
• Submitter: frontline reporting for hazards and related intake.

• Frontline users can use QR codes or intake links to send a report from the right location.
• Managers and administrators use authenticated SafeWorks access for controlled functions and follow-up.
• Not every hazard creates an investigation.

• Place QR codes where workers or visitors can easily access them.
• Make sure each code matches the intended location.
• Scan and test the code after setup.

• Use the inspection template that matches the work you want to complete.
• Issues found during an inspection may generate corrective-action follow-up.
• Not every inspection creates corrective actions.

Investigation lifecycle: Open -> In progress -> Under review -> Closed. Corrective-action lifecycle: Open -> Assigned -> In progress -> Submitted for review -> Verified -> Closed.

• Investigations track assignment, due date, findings, submission for review, manager or admin review, request changes, approval or closure, and reopening when appropriate.
• Corrective actions track the assignee, due date, progress or evidence, review, verification, closure, and reopening when needed.

• Management Reporting adds summaries, indicators, trends, saved views, and PDF or export capability.
• Use Dashboard for the live work queue and Reporting for history.

1. 1Review open and overdue work.
2. 2Review trends and aging.
3. 3Use management summaries for leadership visibility.

• Use recurring inspections for repeating operational checks.
• Notifications help surface work that needs attention.
• The manager digest is available where it has been configured.

1. 1Review Dashboard.
2. 2Review investigations and corrective actions.
3. 3Review notifications and recurring work.
4. 4Use Reporting as needed.

• Email rob@safeworks.online for support.
• Contact support from an authorized customer contact.
• Do not send passwords, private evidence, or unnecessary personal information by email.
• Billing issues may also use Manage billing where available.