Help

Getting Started 8

• Getting started with Safetymint
• Creating Admin Account
• Using your Free Account
• Assigning User Licenses
• Buying Additional User Licenses

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Sites 8

• Managing Sites
• Creating a New Site
• Adding Divisions, Departments or Units to Sites
• Adding New Department or Unit
• Editing Sites

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Roles 4

• Managing Roles
• Create New Role
• Edit Role
• Delete User Role

Users 6

• Managing Users
• Activate User Accounts
• Remove Users
• Edit Users
• Import Bulk Users

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Form Templates 6

• Permit Forms
• Create New Permit Template
• Modify Form Settings
• Edit Permit Template
• Delete Permit Template

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Worker Profiles 1

• Customize Worker Profile Forms

Data Masters 3

• Understanding Data Masters
• Categories
• Root Cause Factors

Workflows 4

• Understanding Workflows
• Create a customized Workflow
• Edit Workflow
• Delete Workflow

Manage My Account 6

• Managing your Safetymint Account
• Upgrade Subscription Plan
• Cancel Subscription Plan
• Alerts and Notifications
• Edit User Details

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Managing Permits 9

• Managing Permits in Safetymint
• Creating a New Permit Request
• Issuing / Approving a Permit
• Editing a Permit
• Download Permit in PDF Format

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Managing Observations 5

• Safetymint Observation Module
• Reporting an Observation
• Editing an Observation
• Closing an Observation
• Deleting an Observation

Managing Incidents 11

• Incident Management with Safetymint
• Reporting an Incident
• Rating an Incident
• Investigation Step 1 : FIR
• Investigation Step 2 : Team Formation

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Managing Actions 5

• Understanding Actions
• Updating status of Actions
• Adding a New Action
• Editing an Action
• Deleting an Action

Using Dashboards 3

• Understanding the Dashboard
• Customize Dashboard Summary
• Export Dashboard Summary in Excel