Getting Started

This article outlines the initial setup process for Safety Management Suite to ensure the system is ready for use. It provides a checklist of recommended steps, starting with entering key company data such as job titles, locations, work areas, and employees, with optional entries for shifts and cost centers. Users can also set their preferred case numbering method for incidents and manage enterprise data. Many of these data sets can be imported through the Import/Export Center for efficiency. Links to detailed guides, webcasts, and live training sessions are provided for further assistance.

 

To get started with Safety Management Suite, the system will need some additional information about your company.

Below is a short checklist of the items to get started with Safety Management Suite. It is highly recommended that these areas are completed in the order listed below.

 

       1. Enter Company Data (guide)

       a. Job Titles (guide)

       b. Locations (guide)

       c. Work Areas (guide)

       d. Shifts (optional) (guide)

       e. Cost Centers (optional) (guide)

       f. Employees (guide)

**Any of the above data sets, among others, can be imported via the Import/Export Center!

 

       2. Select Case Numbering Preference for Incidents (guide)

 

      Other: Enterprise Data Management (guide)

 

 

For further assistance, contact us!

 

To view a Getting Started webcast, or to register for a live session, click here: Getting Started in SMS