For Admins - Desktop Portal

All the need to know for managing personnel from your desktop

23 articles in this collection
Written by Karen Limardo and Crystal King

Understanding the Safesite Score

Score factors and frequently asked questions.

Written by Karen Limardo
Updated over a week ago

Project Admin Management

Safety Campaigns Management

Scheduling Safety Campaigns is a great way for a Project Admin to assign specific inspection and meeting templates to Field Users.

Written by Crystal King
Updated this week

Project Settings

Edit your project's settings like start/end dates, status, and more

Written by Karen Limardo
Updated over a week ago

How Do I Create a New Project?

You can create a new project from any screen on the Safesite website

Written by Karen Limardo
Updated over a week ago

Weekly Safety Actions Management for Project Admins

Easily manage weekly safety actions for mobile users

Written by Karen Limardo
Updated over a week ago

Managing Personnel for Project Admins

Add new or manage existing personnel on your project using the Project Personnel Register.

Written by Karen Limardo
Updated over a week ago

Adding New Teams for Admins

Use teams to organize your personnel for projects.

Written by Karen Limardo
Updated over a week ago

Copying Teams for Admins

Easily copy teams from multiple projects.

Written by Karen Limardo
Updated over a week ago

Project Dashboard

As the first thing you see when logging into Safesite, the Project Dashboard provides an overview of your project's status.

Written by Karen Limardo
Updated over a week ago

How Do I Add a Project to a Reporting Group?

You can add a project to a reporting group via the Project tab on the website

Written by Karen Limardo
Updated over a week ago

Inspection & Meeting Templates

Inspection Template Management

Learn more about using Safesite Inspection Templates

Written by Karen Limardo
Updated over a week ago

Creating & Editing Inspection Templates

Learn how to create, edit, and update Inspection templates.

Written by Karen Limardo
Updated over a week ago

Meeting Template Management

Learn how to create, manage, and update Meeting templates.

Written by Karen Limardo
Updated over a week ago

Group Management

Creating groups

Easily create groups for multiple projects.

Written by Karen Limardo
Updated over a week ago

Group Dashboard

The Group Dashboard gives you an overview of how your group's projects are doing.

Written by Karen Limardo
Updated over a week ago

Organizational Admin Management

Organization Settings

Edit your organization's settings

Written by Karen Limardo
Updated over a week ago

Managing Organization Personnel

Org admins can add, remove, manage assigned projects and permissions for the personnel in their organization.

Written by Karen Limardo
Updated this week

How Do I Archive a Project?

If you're an Organization Admin, you can archive inactive projects for future reference

Written by Karen Limardo
Updated over a week ago

Reports and Analysis

Analysis Pages

Analysis pages are available for Hazards, Incidents, Inspections, Observations and Meetings.

Written by Karen Limardo
Updated over a week ago

Weekly and Monthly Reports

Breakdown of weekly and monthly reports on Safety Action Items.

Written by Karen Limardo
Updated over a week ago

Managing Safety Actions

Managing Incident Reports

Create, track, and close incidents

Written by Karen Limardo
Updated over a week ago

OSHA 300 Log

Adding injuries and exporting an OSHA 300 Log

Written by Karen Limardo
Updated over a week ago

Adding New Personnel Certifications

Easily add, manage and update personnel certifications.

Written by Karen Limardo
Updated over a week ago