Creating a library of OSHA report templates

Before performing this task, download the .Rtf and .Pdf templates. These are available from Infor. Save them in a location that can be accessed by this application.

  • Rtf report templates are available for download from the Infor Customer Portal. Search for KB1967973 and download the templates that are attached there. If no suitable templates are available, then you can create some offline to the application.
  • Pdf report templates are available for download from the Infor Customer Portal. Search for KB1975970 and download the templates that are attached there.

Use this task to create a shared library of report templates for OSHA reporting for all organizations that you maintain.

  1. Sign in as Health & Safety Management.
  2. Select Set Up > Safety > Report Configurations > OSHA > OSHA Report Templates.
  3. Click New.
  4. Type a template name and description.
  5. Browse to the Rtf or Pdf template file that you previously downloaded or created.
  6. Click Save.
    These templates can be associated with specific OSHA reports for each organization.

    See Assigning OSHA report templates to an organization.