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Initial setup needs to be carried out by an Administrator

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Quick Start

1

Enable the module

Enable the Safety Audit Module in the Administration section of the system.
2

Assign a manager

Still in the Administration section, assign the role of Safety Manager to one or more users of the system even if it is yourself.
Until at least one Safety Manager is assigned, Administrators will receive weekly alerts that this task has not been completed.
3

Go to the audit

Reload your page and select Safety Audit from the main menu on the left of the screen.
4

Explore!

View the Safety Areas and Safety Items and try confirming/unconfirming them as well as adding notes.

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Further setup

Further setup can be carried out by a Safety Manager. Access the management panel for Safety Audit from the Manage option accessible from the dropdown menu in the top right of the screen.

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Give roles to other users

  • An Administrator or Safety Manager can assign the role of Safety Owner to other members of staff.
  • Complaince Owners can be assigned ownership of individual Safety Areas and Safety Items.
  • Owners will receive reminders when Safety Items become due or overdue for confirmation.

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Setup areas and items

The system is setup initially with a default list of Safety Areas and Safety Items.
  • Assign the initially available Safety Areas and Safety Items to Safety Owners.
  • Disable Safety Items that don’t yet apply to your school.
  • Archive Safety Items that are unlikely ever to apply to your school.
  • Add new Safety Areas and Safety Items from the management panel accessible from the dropdown menu in the top right of the screen.
  • Reorder areas and items as appropriate.
Safety Areas and Safety Items review dates will initially all be empty. Once approved, it is recommended that the review dates are updated to fit with the school’s Safety review cycle.

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Operation

All Safety Areas and Safety Items are initially marked as incomplete.
  • The Safety Owner assigned to each will receive an email once a week to remind them of Safety Areas and Safety Items that are Unapproved, Not OK or Overdue.
  • They will also be reminded if these are Due for review within the next four weeks.
When marking a Safety Item as OK the Review Date will be updated to be one year on from the date of confirmation.
  • If, however, the Safety Item is Due for review within the next 4 weeks the date is updated to be one year from the current review date. The intention of this is that reviews can take place in a timely way before they are due but the review date does not creep earlier and earlier each year.
  • The review date can also be updated independently if it is necessary to change the annual review cycle or to check a Safety Item more often.
The name of the Safety Owner of each Safety Area and Safety Item is displayed next to it as a “mailto” hyperlink to facilitate quick communication if any queries arise.
Where groups of schools choose to coordinate in the system there is additional functionality to ensure consistency of Safety Areas and Safety Items