Locations are used for a couple of reasons. The first is for reporting purposes - when you run any report in SafetySmart that involves individual users, you can view their location, if they have one. This may be useful in processing your report after you've exported it from SafetySmart. If you need locations for users, we recommend adding your locations before adding your users, so that you can save a step.
The second use is for the Incident Manager. To create an incident, you will need to have the location that the incident happened already put into our system.
Adding a location is quite simple. First, you'll need to get to the Settings page by holding your mouse over your name in the upper right, then clicking Settings. From there, click the Locations tab. After this page has loaded, click the red Add Location button in the upper right. You'll be brought to a screen that looks like this:
The only field that is absolutely necessary is the Location Name. Everything else is optional.
Once you've filled out the location info, you can scroll down and click Submit. You'll be brought back to the same page that you started from. Let's look a little more closely at that page, as seen below:
Two things to point out:
The Search bar in the upper left allows you to narrow down your view to just the words that you type in there. This can be helpful if you have 10+ locations, and they're not all showing on the screen at once.
You also have the Action dropdowns on the right side. These can be used to edit or delete existing locations.
And that's it! Once you've added your locations, you can then add them to new and existing users, using the dropdowns present on that screen, and start filling out incident reports.