To share a completed Safety Inspection pdf report, follow the steps below.
Step 1: Go to the Safety Inspection register
Navigate to your Management module and click on the Safety Inspection tool to access your project's Safety Inspection register.
Step 2: Click the overflow button
Click the overflow button on the right-hand side of a Safety Inspection block and select "Share" from the menu.
Note: to select multiple Safety Inspections, hover over the block and click the check box on the left-hand side of the Safety Inspection title.
Step 3: Add recipients and share
Add one or more contacts you would like to share your selected inspections with by typing into the search field and selecting them from the list.
If the contact you are searching for isn't in your address book, click the "ADD NEW CONTACT" button to add them.
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 or download shared inspections.
Step 4: Notifications
After sharing a Safety Inspection, each contact receives an email notification like the one in the example below.
Recipients can click the "Download Report" button to download the Safety Inspection pdf report and any related attachments.
Example: Safety Inspection share email notification
Example: Safety Inspection report pdf file
If you have any questions about Safety Inspections, shoot us an email at support@webuildcs.com and our customer success team will be in touch.
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