How to Access and Set Up Team Safety Credentials : Smartapp.com

The Team Safety Credentials option in Project Settings lets you configure fields by Trade. These Fields are displayed in the Onboarding Process for each specific Trade.

You can access 'Team Safety Credentials' via SAFETY™ Settings > Team Safety Credentials.

In the "Team Safety Credentials" Settings window, you can Add, Edit or Delete Credential fields. Field visibility can be set to ON or OFF in the 'Show Field' Column. Additionally, Fields can be set to 'Visible on Verification Only' and also 'Required' or not.

When adding a New Safety Credential, you first pick one or More Trades to see the Credential. You then add a 'Field Name', 'Field Type', and Tooltip. You also have the option to add a Default Value if necessary.
Click 'ADD' to add the new Credential.

HOW TO USE SYSTEM FIELDS FOR TEAM SAFETY CREDENTIALS:

During Worker Onboarding, the following initial set of fields will be displayed under the Team Safety Credentials to get you started:

First name
Last name
Email
Phone number
Trade
Company
Work category

These System Fields cannot be edited or deleted.

SYSTEM FIELD SETTINGS:

The "Show Field" column will be ON and Disabled by default, since we need these fields to be visible at all times.
In the "Required" column, each field can be set to ON/OFF based on your requirements.
These fields will ON and Disabled by default:
1. First name
2. Last name
3. Trade
The "Public" column for System Fields will be set to ON and Disabled by default
The "Safety Manager Verification" column will be set to OFF and Disabled by default