Create a Safety item list

The Safety notice manager helps your project team members create and distribute a list of Safety items to companies working on your project in bulk.

As you perform your safety walk on site and add items to your list, the safety issue manager will group all your items by the company and distribute a unique Safety notice for each.

To create a Safety list and distribute safety notices, 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 "CREATE" button

Click the "CREATE" button to start a new list of safety items.

Step 3: Add Safety item details

Click the "ADD SAFETY ITEM" button to add a safety item's details, including description, location, responsible contact and due date.

Note: you can search for anyone in your address book by contact name, email address, company name or tag. Contacts do not require a WeBuild account to view, download or respond to your notice.

Step 4: Add photos or other attachments (optional)

Click the small floating paperclip button to reveal the attachment options for your notice.

Attach a plan/file from your document register to your notice
Markup a plan from your document register and attach it to your notice
Attach any form notice from your Management module to your notice
Attach a photo or file from your device to your notice

Step 5: Save item to your defect list

After you are finished adding your defect item's details and attachments, click the "SAVE" button on the top right-hand side of your screen to save the item to your list.

Step 6: Add more items to your list (optional)

You can add more items to your list by clicking the "ADD ITEM" button.

As you add safety items to the list, they are automatically grouped by company.

Step 7: Send or Save defect notices (or save your list as a draft)

After you are finished adding items to your defect 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)
Save as draft (come back to your defects list later)

Step 8: 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 9: Notifications (if sent)

After 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.

A record of the Safety notice is added to 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 10: 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.