In the Project SAFETY™ Settings, with 'Safety Tracking' turned ON, the 'Safety Task Analysis Categories' will become enabled.

Safety Tasks are Tasks that can be assigned to specific Trades or Skills to Read/Watch and Acknowledge.   When Creating new Tasks for Workers,  STA's can be added as Mandatory Assignments.  


Configuring a Safety Task Analysis Category


To Configure a New STA,  in the Project SAFETY™ Settings, with 'Safety Tracking' turned ON, click on the 'Safety Task Analysis Categories'  option.

  


To add a New  'Safety Task Analysis Categories'  click on the '+' to get started.



In the Configuring your Safety Task Analysis Category, configure the following fields. then click the 'Add' button to add the new Category:


STA Category Name* (Required)

Description

Safety Instructions* (Required)

Trade* (Required)

Skills

Upload File


  



Associating an STA with a Tag Card in Planner


In Planner,  when creating a New Tag Card, you have the option of associating specific STA's to that specific Tag Card.  To get started,  Create a New Tag Card in Planner.  In the Tag Card,  click on the Safety Cone Icon to View available Safety Task Analysis Categories.

  



In the Safety Task Analysis Categories popup,  you have the option to Filter By Specific Trades or Skills.

  



With Specific Safety Task Analysis Categories Selected,  click the 'Add' button to Add the STA's to your Tag.



The Safety Cone Icon will now show with the number of Safety Task Analysis Categories associated with your Tag.  Click 'Save' to Save your Tag.

    



Review & Acknowledge STA's


End Users, based on Trade or Skill will be assigned STA's.  In their Device,  they will be able to click the 'Review and Ack Safety' option to Review and Acknowledge the STA associated with their Task.

   


Clicking on the 'Review and Ack Safety' button will open the STA letting the End User Review each STA. 


With all STA's reviewed,  the End User clicks the 'I have read and accept the safety policy manual' button, 

then clicks the 'Acknowledge Safety' to Acknowledge the STA's.



SAFETY  How To?

How to Access and Enable Safety Tracking

How to Access the Safety Onboarding Flyer

How to Register Using the Safety Onboarding Flyer

How to View Safety Status from the Project Team Settings

How to Use the Safety Credentials Tab in Project Team Settings


Project Settings:

Project Info

Project Team

Companies

Project Locations

List Manager

SmartApp BLE RTLS

Unattended Mode


PLANNER™ Settings:

Work Teams

Daily Settings

Trades

Work Categories

Skills & Certs

Rules

Shifts

Calendar

Default Board


FIELD™ Settings:

Revisions

Tags

Manage Templates

Manage Palettes

Drive Security

File/Drawing Stamp Settings


SAFETY™ Settings:

SAFETY ™ Home

Safety Tracking

Visitor Tracking

Team Safety Credentials

Safety Task Analysis Categories

Safety Permit Categories

Safety Incident Categories

Safety Incident Directory

Safety Rules Manager

Visitor Log

Request Safety Permit

Safety Onboarding Flyer

 

PRO™ Settings:

App Studio

Report Manager

Connectors


Admin Settings:

AnyConnect Device Manager

Permission Groups

Role Simulator

Admin Console







Last Updated: Sep-14-21