This article will teach you how project team members and Safety notice recipients can update the status of individual safety items and close off safety notices.
To update the status of safety items and notify the related notice contacts, follow the steps below.
Project team members
Step 1: Go to the safety manager
Navigate to your Management module and click on the Safety notice tool to access the Safety register.
Step 2: Go into a safety notice
Click on the related safety notice.
Step 3: Click the "CHANGE STATUS" button
In the "SAFETY ITEMS" tab, click the "CHANGE STATUS" button on the top right-hand side of your safety item list.
Step 4: Update the status of an item
In the "Change Status" dialogue, click the menu on the right-hand side of each safety item and select the application status for each.
Project team members can update the status of safety items to "Incomplete", "Ready for Review" or "Completed".
Step 5: Notify related notice contacts
To send an email notification to all related notice contacts, ensure the "Send notification" box is checked and click the "SUBMIT" button.
Step 6: Close safety notice
After a project team member marks all safety items in a notice as "Completed", they can close the safety notice and send updates to all notice contacts. An updated safety notice .pdf file is attached to the email notification, including a sign-off section with the notice creator's signature (if added).
Note: only project team members can mark items as "Completed" (i.e. contacts external to the project team's organisation can only mark safety items as "Ready for Review" or "Incomplete").
To add your signature to the "sign-off" section of your updated Safety notice .pdf file, click the "Attach signature" box then click and drag to draw your signature.
Example: Closing a notice - signature section appears when all safety items are "Completed"
Example: Closed Safety notice email notification
Example: Safety notice .pdf file with "Sign-off" section included.
Safety notice recipients
Step 1: Go to safety notice email notification
Go to your email inbox and open the related safety notice email notification.
Step 2: Click the "READY FOR REVIEW" button
At the bottom of the Safety notice email notification, click the "READY FOR REVIEW" button to be directed to the Safety notice interface.
Note: contacts from outside your organisation can only view and download notices that are related to them.
Step 3: Update the status of an item
In the "Change Status" dialogue, click the menu on the right-hand side of each safety item and select the application status for each.
Note: Safety notice recipients can only update the status of safety items to "Incomplete" or "Ready for Review" (i.e. they cannot mark items as "Completed)".
Step 4: Notify related notice contacts
To send an email notification to all related notice contacts, ensure the "Send notification" box is checked, then click the "SUBMIT" button.
Notice contacts will receive an email notification like the one below.
Step 5: Notice closed notifications
After a project team member marks all defect items in a notice as "Completed", they can sign-off and close the defect notice and send updates to all notice contacts. An updated Defect notice .pdf file is attached to the email notification, including a sign-off section with the notice creator's signature (if added).
Note: only project team members can mark items as "Completed" (i.e. contacts external to the project team's organisation can only mark defect items as "Ready for Review" or "Incomplete").
Example: Closed Safety notice email notification
Example: Safety notice .pdf file with "Sign-off" section included.
Comments
0 comments
Please sign in to leave a comment.