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Locations

Site Shipping Address

Published on 08/06/19 by karyn.menzies@safetyspot.com

How to Update an Organization's Site Shipping Address

For Organizations with more than one site

Step 1

Go to the drop-down menu on at the top, left of the screen. Go to Locations.

Step 2

Select desired site.

Step 3

Click the Settings button in the top, right corner.

Step 4

Scroll to Shipping address, and enter necessary changes.

Step 5

Click Update Site to save changes.

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For Organizations with only one site

Step 1

Go to the circular Organization icon at the top, right of the screen.

Step 2

Click on the Organization name.

Step 3

Select Address from the menu on the left.

Step 4

Go to Shipping Address and fill in the form.

Step 4

Click Update Address to save.

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Chemical Management

Make Chemical Inventory Owner Anonymous

Published on 05/17/19 by karyn.menzies@safetyspot.com

With the latest feature in Chemical Management, managers may now make their organization's chemical inventory owner anonymous, making only personnel with management or administrative clearance able to see this information.

Step 1

Click on the circular group icon in the upper, right corner and click on the organization title.

Step 2

Select Chemical Management from the menu on the left.

Step 3

Toggle select ON the Anonymous Chemical Owner option to allow only managers and administrators to view ownership information.

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Chemical Management

Change Chemical Inventory Location

Published on 05/17/19 by karyn.menzies@safetyspot.com

How to move chemical inventory from site to site.

Step 1

Go to Chemical Management from the drop-down menu in the top, left corner.

Step 2

Scroll to the desired site or space and click Go to Chemical Inventory.

Step 3

Click the small gear button labeled Edit in the upper, right corner.

Step 4

Go to the Location field and edit the location of this chemical inventory. Save.
Note the listed location of this chemical inventory changes.

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Personnel Management

Form Builder For Onboarding

Published on 05/16/19 by karyn.menzies@safetyspot.com

The Form Builder MVP is a new feature that allows managers to customize the fields required when onboarding a student or employee to the organization's Safety Spot.

To access the Form Builder MVP:

Step 1

Click on the circular group icon in the top, right corner and click on the organization name.

Step 2

Go to Settings by clicking the small gear button near the top, right corner of the organization page.

Step 3

Go to Privacy to access the form builder for new accounts.

Step 4

Toggle select ON to require more information in requests.

Step 5

Click Edit Required Questions.

Step 6

Select +Add More to add fields for new questions. Edit questions as needed. Be sure to click Save.

Note:Responses can be found within your requests dashboard under membership requests.

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Equipment Management

Equipment Manager

Published on 04/29/19 by karyn.menzies@safetyspot.com
Updated on 05/16/19.

We've added a new feature to SafetySpot to further assist with equipment management. The Equipment Manager feature allows managers to manage vendor information, keep track of cost information, warranty and vendor support information, and calibration information.

Additional fields when adding new equipment

Step 1:

Click the drop-down menu in the top, left corner.

Step 2:

Go to Equipment & Assets.

Step 3:

Click +New.

Step 4:

Select the equipment type.

Step 5:

Fill in the information for the equipment being added. Note the new fields including cost, vendor, and warranty information. The direct link to the manufacturer's warranty information can be copied and pasted into the warranty field for easy access later.

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Technical Specifications fields

Step 1

After saving the equipment, you may edit tech specs by clicking Add Technical Specifications on the next page.

Step 2

You may add and remove fields as needed so that only the necessary fields show up.

Step 3

Be sure to save.

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Personnel Management

Training Status

Published on 04/10/19 by karyn.menzies@safetyspot.com

Manager may view the expiration status of trainings assigned to members of their organization via Personnel Management.

Step 1

Click the circular group icon in the upper, right corner and go to Personnel Management.

Step 2

Under the Training column, a check mark indicates there are no training assignments pending. An exclamation point indicates a training is not current.

Step 3

Under the exclamation point, you may click on the incomplete assignment.

Step 4

This takes you to the personnel profile. Click the arrow next to Courses to view details and state of training completion.

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Equipment Management

Equipment Request

Published on 04/08/19 by karyn.menzies@safetyspot.com

An additional feature of the Request Dashboard is Equipment Requests. Managers may view and accept or deny equipment requests as well as download the organization's equipment request history.

To access Equipment Requests via the Request Dashboard:

Step 1

Click on the circular group icon in the top, right corner.

Step 2

Go to Requests. This takes you to the Request Dashboard.

Step 3

Select Equipment Requests from the menu bar.

Step 4

New requests will appear at the top of this page. You may accept or deny new requests and view request history.

Step 5

To download the organization's entire request history, click the Download Equipment Request History link at the top, right corner.

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Locations

How To Schedule A Room

Published on 04/04/19 by karyn.menzies@safetyspot.com

How to schedule a room as a user

Step 1

Go to Locations.

Step 2

Scroll to and select the room you'd like to schedule.

Step 3

Click the Schedule Room calendar icon.

Step 4

Select the date and time to reserve the room by clicking the box where the desired date and time intersect.

Step 5

Enter the details of the reservation and click save. Your reservation will be added to the calendar.

Step 6

Safety Spot will generate an automated message alerting members of this room reservation.

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Community Feedback

Published on 03/25/19 by karyn.menzies@safetyspot.com

As part of the new Request Dashboard, Community Feedback allows managers to view all feedback history for their organization. Managers may download feedback history as well as view the details of each entry, including who sent the feedback and what it's regarding.

To access Community Feedback via the Request Dashboard:

Step 1

Click on the circular group icon in the top, right corner.

Step 2

Go to Requests. This takes you to the Request Dashboard.

Step 3

Click on the Community Feedback tab. Here managers can download feedback history and view feedback details.

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Request Dashboard

Published on 03/25/19 by karyn.menzies@safetyspot.com

The Request Dashboard is a new feature for managers on Safety Spot. The Request Dashboard allows managers to view and manage all membership requests for their organization.

To access the Request Dashboard:

Step 1

Click on the circular group icon in the top, right corner.

Step 2

Go to Requests. This takes you to the Request Dashboard where you can view new and old membership requests for your organization. New requests will appear at the top of this list.

Step 3

There is also a link in the upper, right corner to download the organization's entire request history.

Step 4

The Community Feedback tab shows all feedback received for this organization. Managers are able to view details of feedback such as who it was sent from, the organization name, and what the feedback is regarding.

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Chemical Management

Chemical Inventory: Edit Container Type

Published on 02/13/19 by karyn.menzies@safetyspot.com

Chemical Inventory Management has been updated to include container type. Now, when adding or editing a chemical, its container type can be input and edited.

Step 1

Go to Chemical Management from the drop-down menu in the top, left corner.

Step 2

Scroll to the desired site from this list and click Go to Chemical Inventory.

Step 3

Click the small, gear button located on the far left, near the chemical you'd like to edit.

Step 4

Scroll to Container and edit as needed. Note: Container type may also be input when initially adding a new chemical.

Step 5

Be sure to save.

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Locations

Create/Edit Site Liability Waivers

Published on 01/25/19 by karyn.menzies@safetyspot.com
Updated on 05/09/19.

You can create and edit a liability waiver at each kiosk location.

Step 1

Go to the settings page of the desired location. (Select Location from the drop-down menu in the top, left corner. Select a site/location. Click the gear Settings button in the upper, right corner.)

Step 2

Go to Visitor Check-In.

Step 3

NoteVisitor Check-In must be ON for this location. Then click Add Release and Liability Waiver below.

Step 4

Edit the waiver as needed in the content box. Click Create to save.

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Training

Creating Merchant Accounts

Published on 01/25/19 by jose.vega@safetyspot.com
Release 2

Merchant accounts allow trainers, manager, and administrators to charge and receive payment for trainings directly through the training center, instead of going through SafetySpot administrators. Training managers must set up a merchant account either as an individual or business, with a valid checking or Venmo account. All you will need is your information, or legal business information, and banking information.

Setting Up a Merchant Account

Note: You must have administrator privileges in your organization to activate Merchant Account.

Learn how to grant administrator privileges here: https://safetyspot.com/blog/granting-adminis-19-01-24

Step 1

Click on the Organization icon on the top right and select your organization.

Step 2

Click on the settings link to open your organization settings.

Step 3

Click on the Merchant Account from the menu on the left and click the activate your merchant account link.

Step 4

Fill out the New Merchant Account form. You can select to either register as a company or as an individual.

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Chemical Management

Create New Chemical Manufacturer

Published on 01/25/19 by jose.vega@safetyspot.com
Release 2

Now we will explore how to create a new chemical manufacturer.

Step 1

Click on the Chemical Management tab from the menu on the left.

Step 2

Click More and select +New Chemical Inventory from the drop-down menu. You will be adding a new chemical and new manufacturer at the same time.

Step 3

Enter a location, choose privacy settings for this chemical inventory, and designate users of the organization that will have access to this inventory. Click Create Inventory.

Step 4

In the upper left corner, click +Add Chemical.

Step 5

Instead of selecting sciencelab.com as a manufacturer, click +Create Custom Chemical in the upper right corner.

Step 6

Fill in details on this form. At the top, you have the option to select an existing manufacturer or create a new chemical manufacturer. This is where you can add an emergency number for this manufacturer. Fill in further details about this chemical.

Step 7

At the bottom of this form, you have the option to upload the SDS for this chemical. Click Create Chemical Type.

Step 8

The new manufacturer is created. Select the chemical from the drop-down menu of this new manufacturer. You will be prompted to add information about this chemical as previously shown in the Create New Chemical Inventory blog post.

Step 9

Click save. This chemical is now added to your inventory.

Note: Now when you click +Add Chemical, the manufacturer you created will appear as an option i...

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General

Edit Training

Published on 01/25/19 by jose.vega@safetyspot.com
Release 2

Editing trainings and training sessions

Step 1

Go to Training Center from the drop-down menu at the top, left.

Step 2

Go to Training Management

Step 3

Scroll to the training you'd like to edit and click Edit Training

Step 4

Here you can edit trainers for this course, visibility, change approval status, edit sessions, or make the course a paid or unpaid training.

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Note: Why aren't students seeing my training? Be sure to make the lesson visible. This is an important step because you will not be able to make the training visible until there is at least one visible lesson. Click save.

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Once a training is complete, there are other modifications that can be made such as session, the option to charge for a training, and training sets. Here are some tutorials on how to complete these additional tasks:

Training Sessions: https://safetyspot.com/blog/using-the-sessio-19-01-24
Training Sets: https://safetyspot.com/blog/using-training-s-19-01-24
Paid Training: https://safetyspot.com/blog/paid-training-19-01-24

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Chemical Management

Remove Or "Shelve" A Chemical

Published on 01/25/19 by jose.vega@safetyspot.com
Release 2

Next for our Chemical Management series, we will review how to remove or "shelve" a chemical from the inventory.

Step 1

Go into Chemical Management from the menu on the left.

Step 2

Scroll to the desired site and click Go to Chemical Inventory.

Step 3

On the far left, click on the settings icon for the chemical in which you'd like to remove.

Step 4

Scroll to the bottom of this form and click Remove Chemical located on the left.

Step 5

Enter the reason for removal and method of disposal, then click Remove Chemical.

Step 6

You will be taken back to the site inventory overview. The Removed Chemicals tab is located at the top right of the page. Click this to view all chemicals that have been removed from this site.

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Asset Management

Shareable Assets

Published on 01/25/19 by jose.vega@safetyspot.com
Release 2

Locations, equipment, and assets can now be made public and shared on Twitter, LinkedIn, or Facebook. There is also the option to copy the shareable link which can be used anywhere, such as sending the link via email. Only managers have access to edit privacy settings.

Step 1

Click on the drop-down menu in the top, left corner.

Step 2

Click on Locations or Equipment and Assets depending on what you'll be sharing.

Step3

Scroll and click on the site or equipment which you'd like to share.

Step 4

Once on the front page of this equipment or site, in the upper, right corner, you'll see icons for sharing. The lock icon at the end takes you to Privacy Settings. Click on the lock icon.

Step 5

Select the toggle to ON to make this site or equipment shareable. You will be prompted to choose the information you want and do not want made public. Click save changes.

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General

Global Search

Published on 01/25/19 by jose.vega@safetyspot.com
Release 2

In an effort to make the Safety Spot interface more user-friendly, we've added the Global Search feature. Now, at the top of the front page, there is a search bar that shows results from trainings, equipment, and locations within Safety Spot organizations. Type keywords and/or numbers in the search bar and view results from all of these categories, making searching all of SafetySpot.com easier.

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Maximum Session Enrollment

Published on 01/25/19 by jose.vega@safetyspot.com
Release 2

To make Training Management easier and more efficient, we've added a new feature. Max Enrollment allows trainers to set a maximum number of enrollments to limit the number of students per session.

Step 1

Go to the Training Center and click on Training Management.

Step 2

Click on Edit for the training of which you'd like to limit capacity.

Step 3

Scroll down to Training Sessions and click on Edit Training Sessions.

Step 4

Here you will see the option to add a maximum number of enrollments for your sessions. Fill in this form, click save.

Step 5

The next screen will show that the session has been updated. Scroll down and click save.

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Training

Generating Training Certificates

Published on 01/25/19 by jose.vega@safetyspot.com
Release 2

Managers and users are now able to download a certification upon completion of a training. Certifications can be downloaded as a PDF and printed. Here are a few steps detailing how to generate and print Training Certificates.

Generating Training Certificates (for users)

Step 1

Go to the Training Center from the drop-down menu at the top, left corner.

Step 2

Click on the tab that says Your Training Certificates. Here you will find a list of all of your completed trainings.

Step 3

Click on the training in which you'd like to view and print your certificate.

Step 4

You will see your certificate come up as a PDF, and from this screen, you are able to print or save the certificate.

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Generating Multiple Training Certificates (for managers)

Step 1

Click on the round, gray, group icon in the upper, right corner.

Step 2

Go to Personnel Management.

Step 3

Click on More located to the far right.

Step 4

From the drop-down menu, select Download Training Certificates.

Step 5

You will be prompted to select the name(s) of the user(s) in which you'd like to generate certificates for.

Step 6

Click Get Certificates. Depending on the number of certificates the selected user has, you may be prompted to enter an email in which the certificates will be sent. The e...

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Training Certificates

Published on 01/25/19 by jose.vega@safetyspot.com
Release 2

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The latest feature on the Safety Spot module is Training Certificates. This allows users to download a certification showing completion of a training course. The certificate is downloaded as a PDF as can be printed directly from the site. Managers are also able to generate and print multiple certificates for users.

FAQs

When will my Training Certificate be available for download and printing?

You will be able to generate and print your certificate upon completion of the course, and after any approval needed by the manager or trainer has been fulfilled.

Are users able to print all of their certificates in one place the way managers can?

No, not at this time. Users must print certificates individually by course. Only managers are able to generate all of a users certificates at the same time.

Follow this link for a step-by-step guide on how to generate and print Training Certificates.

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Training

Training Registration And Refunds

Published on 01/25/19 by jose.vega@safetyspot.com
Release 2

After setting up a Merchant Account, users are able to register for your course and submit payment directly to you through the Safety Spot interface. If a refund needs to be issued, this can also be directly on the website.

Charging for a Training

Step 1

After setting up a Merchant Account, navigate to the Trainer Management section.

Step 2

Find the Training you would like to charge for and click on the Edit Training button.

Step 3

Find the Charge For Training field and switch it on.

Step 4

Choose the amount you would like to charge per enrollment and check the box to agree to the Terms and Conditions.

Step 5

Click save and the process is complete.

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Enroll in and Pay for a Training

Step 1

Go to the Training Center on Safety Spot

Step 2

Search and select the Training you would like to enroll in.

Step 3

Select a session and complete the payment form. You will receive a confirmation message and email.

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View Transactions and Issue Refunds

Step 1

Click on the Organization icon in the top, right corner.

Step 2

Select Merchant Accoun...

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Training

Share Training With Other Organizations

Published on 01/25/19 by jose.vega@safetyspot.com
Release 2

New to the Safety Spot training module is the option to share a specific training with other organizations. Once a training is complete, edited, and visible, you are able to share this training with another organization on Safety Spot.

Step 1

Start out by going into the Training Center from the drop-down menu at the top, left corner.

Step 2

Click on the blue Training Management box near the top, right corner.

Step 3

Scroll to the training you'd like to share, and click on Edit Training.

Step 4

At the top, right corner of this editing page, click on the blue Add Organization link to share this training with another organization.

Step 5

Type in the name of the organization you'd like to share this training with, and hit send. A confirmation message will pop up, click ok, and the training has been shared.

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Training

Enrollment Management

Published on 01/25/19 by jose.vega@safetyspot.com
Release 2

For training and certifications to run smoothly, it is important to have access to and manage enrollment. In the Trainer Management module, managers, trainers, and administrators have access to a full list of all enrolled users, including enrollment details and contact info. This step-by-step guide will help you navigate through the Trainer Management to manage enrollment details.

Changing Sessions of Enrolled Users

If a user needs the session they are enrolled in changed for any reason, this can be done in the Trainer Management section.

Step 1

Go to the Training Center from the menu on the left.

Step 2

Click on the blue Trainer Management button in the top, right corner.

Step3

Go to the training course you'd like to manage and click on Enrollment.

This takes you to a list of all enrolled users.

Step 4

By clicking on Show Details, additional info for this user can be viewed, including session and contact info.

Step 5

Go to Session Enrolled and select the appropriate session in which you'd like to enroll this user in.

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Contacting Students

In the Enrollment section of Trainer Management, information of each user can be found, such as phone number and email. This is useful if a trainer or manager needs to contact a student directly.

Step 1

Go to the T...

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General

Merchant Accounts | How To Create And Use A Merchant Account

Published on 01/25/19 by jose.vega@safetyspot.com

Setting Up a Merchant Account

Note: You must have administrator privileges in your organization to activate Merchant Account.

Step 1

Click on the Organization icon on the top right and select your organization.

Step 2

Click on the settings link to open your organization settings.

Step 3

Click on the Merchant Account and click the activate your merchant account link.

Step 4

Fill out the New Merchant Account form. You can select to either register as a company or as an individual.

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Charging for a Training

Step 1

After setting up a Merchant Account, navigate to the Trainer Management section.

Step 2

Find the Training you would like to charge for and click on the Edit Training button.

Step 3

Find the Charge For Training field and switch it on.

Step 4

Choose the amount you would like to charge per enrollment and check the box to agree to the Terms and Conditions.

Step 5

Click save and the process is complete.

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