Creating safety categories

  1. Sign in as Health & Safety Management.
  2. Select Set Up > Safety > Safety Categories.
  3. Click Create.
    A blank row is added at the top of the list of categories.
  4. In the new blank row, complete the cells in the Safety Category and Description columns with information that is useful to your organization.
    Examples of safety categories are Lost Time and Medical.
  5. Optionally, click the Active column.
    A menu is displayed. Select No to hide this option from users during incident reporting.
  6. Click Save.
    Or, to add more categories, click Save and New.