Safety One Stop / Safety App (Document for Safety Admin)
Purpose: The purpose of this document is to guide you with instructions on how you can add the question on Revenue Center on new forms that are created for ADB tenant
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- ADB Tenant
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 add questions to a previously saved template
- The options on the left help you navigate to the Admin section where you can create new forms, edit existing forms and templates.
- Click on the drop down arrow next to Admin and select Draft Templates
- Look for the form that you have created
- Click on the pencil icon button to edit the form / to add new questions
- Clicking the pencil icon will open the form to allow you to make edits
- Click on the second icon at the top and add a question type- Picklist
- Doing so will add a new question at the very bottom
- Scroll to the bottom and type - Revenue Center
- Click on the drop down to add your answer options
- Click the icon 4 times to add the options - AV, FIT, MiCiv, Mobility
- Then click on Question Logic
- Here we will add the logic to show this question only when "Group" is equal to "Technology"
- Click on the icon
- Click on the drop down and select Group
- Select Equal from the drop down
- Type "Technology"
- Click the Save button
- Once saved, you can reorder the questions to have this question available at the top instead of being at the bottom
- Click on this icon and select order questions
- That will open the list of questions
- You can drag and drop the question from the bottom to the top and hit Ok
Note- Since the question on Revenue Center has logic attached to it, you will not be allowed to make it the first question.
- Save the form by clicking the save button
- Navigate back to draft templates and look for the form you added this adjustment to
- Click on the magnifying glass to view the form and verify if the logic works
- Select ADB as the company and Corporate as the group
- Click the arrow at the bottom to go to the next page
- On the second page, confirm that you do not see the question on Revenue Center
- Click on the arrow to go back to the first page
- Select Group as Technology and click the arrow to go to the next page
- Confirm that you see the question on Revenue Center with the options
- Close out or go back to draft templates and publish the form when ready