To edit a safety notice, follow the steps below.
Step 1: Go to the Safety notice register
Navigate to your Management module and click on the Safety notice tool to access the Safety register.
Step 2: Click the overflow button
Click the overflow button on the right-hand side of a Safety notice block and select "Edit" from the menu.
Step 3: Add/edit safety items.
A list of the notice's safety items is displayed.
Click the overflow button on the right-hand side of the related safety item and select "Edit" from the menu.
Step 4: Edit each safety item
Edit the details of a safety item, then click the "SAVE" button on the top right-hand side of your screen to save your changes.
Attachments can be removed by clicking on the trash icon button on the bottom right-hand side of each attachment.
Note: contacts cannot be added to/removed from the "To" field when editing a safety item.
Step 5: Send or Save safety notice
After you are finished adding to/editing items to your safety list, click the "DONE" button on the top right-hand side of your screen to reveal the below options:
- Send (email notifications are sent to recipients)
- Save (email notifications are not sent to recipients, but notice is logged)
Step 6: Include project team members in correspondence
You have the option to include other project team members as a "Cc" to each notice that is created. Selected project team members will also be kept in the loop with all related correspondence and comments for the related notices.
Step 7: Notifications (if sent)
After re-sending a Safety notice, each contact receives an email notification like the one in the example below.
Recipients can click the "Download Notice" button to download the Safety notice pdf and any related attachments, or click "View Details" button to view/update the Safety items via the interface.
The existing record of the Safety notice is updated in your project's Safety notice register with all related information, including a date/time stamp for download activity.
Example: Safety notice email notification
Example: Safety notice pdf file
Step 8: Responses or questions
All recipients can ask any questions by replying directly to the email notification. The sender and all other recipients will receive the related updates via email.
Safety notice senders and recipients can also send messages via the notice's "COMMENTS" tab when viewing the notice online.
All replies to Safety notice emails and messages will also be logged in the "COMMENTS" tab of the Defect notice in the interface.
Note: recipients that are not a part of your organisation will only be able to view and access the notices that relate to them.
Example: Safety notice - "SAFETY ITEMS" tab
Example: Safety notice - "NOTICE" tab
Example: Safety notice - "RECIPIENTS" tab
Example: Safety notice - "COMMENTS" tab
Example: Safety notice - adding attachments to "COMMENTS" tab
If you have any questions about Safety notices, shoot us an email at firstname.lastname@example.org and our customer success team will be in touch.
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