Events
Centralised platform for seamless event reporting
- How to report an event
- How to create and manage forms in Events
- How to assign corrective actions in Events
- How to manage your notification settings
- How to delete an event
- Getting started with Safety Metrics
- How do I customise my Events and Actions tables?
- How to map form questions to Event fields
- User permissions in Events
- How to add a new user to your account (Events)
- How to customise your Event record view
- How to add comments and attach photos and files to an event report
- How to export an event report as a PDF
- How to delete comments and attachments
- Using collaborators and assignment rules to manage access to events
- What if I accidentally delete an event?
- Events Go-Live checklist
Pipelines
Making changes to your forms and fields in Events
- How to delete and hide fields (Events)
- How to update dropdown options (Events)
- How to reorder and reword form questions (Events)
- How to add new questions to your form and map them correctly (Events)
- Making changes to existing forms and fields in Events
- How to edit guidance text (Events)
- Understanding how forms, fields, and layouts connect
- How to add new fields to your Event Record
- How to restructure or reorder the layout of fields in the Event Record