Safety One Stop / Safety App (Document for Safety Admin)
Purpose: The purpose of this document is to guide you with instructions to create a new template/ form on the Safety App.
About Safety One Stop: This website is created for keeleyn’s to easily access forms like – Good Catch, Safety Assessment, COVID- 19 Awareness Assessment and Coaching Session Form.
Who is this for: The Safety Admin
Accessing Safety one Stop website:
Open your browser and copy this link - https://safetyonestop.keeleycompanies.com
- Once opened, you will view the below page
- From here you will be able to navigate to any of the forms mentioned above, view all completed and in progress forms
- You will also have the ability to create new templates/ forms
- The options on the left help you navigate to the Safety Admin section where you can create new forms and even edit existing forms
- Look for the menu item "Admin" / "Safety Admin" on the left navigation pane
- Click on the down facing arrow next to that
- You should see an option "Create Template"
- Click on that
- You should then see the below screen
- If you want to add a new template, add in the template name, example - "Work From Home Questionnaire Test"
- You will need to also add in the Template Type Code, example - "WH"
- The code can be just two letters
- Click the +1 icon
- If you don't click on that, the template will not be added
- You will then receive a pop up message confirming the template type has been added
- You can then move on to creating a new template
- Add the Template name. You can name it as you like
- For the template type, click on the drop down
- From the drop down, look for the template type you created above, i.e- "Work From Home Questionnaire Test"
- Select it and then click the arrow below it
- That should take you to the below page
- Here you can begin creating the form and adding questions
- You could either begin adding questions or come back to it later
- Ensure you click the save button to come back to it
You also have the option of selecting a workflow for the template/ form you are creating
There are 2 types of workflows you can choose from:
1. Standard Workflow
- Selecting this type follows the usual flow for a form where once the user has filled in all the details, they can see the "Submit" button at the end of the form
-This flow allows the user to directly submit the form
2. Review Workflow
- Selecting this type of workflow will allow the user to submit the form for review to the safety team
-The user will not find this form under their inspections tab
-On submit for review this form would show under the Safety Admin tab- "All in Review"