When 'Safety Tracking' is turned ON in Project Settings > SAFETY Settings, a 'Safety Policies' Folder will appear in the Drive.

  • To create a Safety Policy, get started by first creating a Safety Policies Sub Folder.  Create a Safety Sub Folder by clicking the Green + Button in the bottom right of the screen.  Give the Sub Folder a name and click 'Create'.

  • In the Safety Policies Sub Folder,  Click the Green + to Select from ORG or Upload Safety Policies.

Select from ORG

  • The Select from ORG will allow the selection of Policies from the list and add to the Project.


Upload Safety Policies

  • Click on the upload safety policies from the FAB (+) Add button.


  • Drag and drop you file(s) into the upload window or select from cloud or select from Local to get started. 


  • With File(s) added, you have the option of editing the 'Display Name',  and Selecting Trades for the File(s). Click the Blue Upload Button to Upload your File(s).
  • The Uploaded File now shows in the Safety Policies Folder you selected.

How to Configure Questions for a Selected Policy

  • You can Configure Questions for Policies by first Selecting a Policy, then by clicking on the 'Configure Questions to Policy'.

  • In the Configure Questions window, you can create a Checklist by Dragging Question Types to the left window.

  • With Questions added, click the 'Save' button to Save the Configured Questions for the selected Safety Policy.
  • Selecting a file will also allow Refresh, Delete, Open in Sketch, Download, Copy, Settings and Multi file policy manager.

How To?

How to Search Drive Files - Desktop

How to Search Drive Files - Mobile

How to Open Files in Smartapp Sketch™ - Desktop

How to Open Files in Smartapp Sketch™ - Mobile

How to Make Drive Items Available Offline

How to Set Up Drive Folder Security

How to Upload Safety Policies

How to Enable Safety Policies

System Generated Drive Folders:

Drive Home

Schedules Folder in Drive

Drawings Folder in Drive

Sketch Folder in Drive

360 Folder in Drive

BIM Folders in Drive

Photos Folder In Drive

Videos Folder in Drive

Files Folder in Drive

App Files Folder in Drive

User Space Folder in Drive

Safety Policies Folder in Drive

Certifications Folder in Drive

LiveLink Meetings Folder in Drive

Daily Photos Folder in Drive

LiveNote Folder in Drive

SAFETY™ Settings:


Safety Tracking

Visitor Tracking

Team Safety Credentials

Safety Task Analysis Categories

Safety Permit Categories

Safety Incident Categories

Safety Incident Directory

Safety Rules Manager

Safety Bulletin

SOS & Bulletin Notification

Visitor Log

Request Safety Permit

Safety Onboarding Flyer

Resend Safety Policies Notification
Safety Policies - Multi-Language File Support

Last Updated: Dec-01-22