July 2024 Product Updates

Published June 30th, 2024 by Cameron Arney

There is a raft of updates coming to Safe365 across July. We have a run through of some of what's coming, and below is an overview of these and other changes. Our full release notes will be available when this is released in early July. Other Changes coming in July   Workforce Connect Edit Submitted Reports: Administrators and Standard Users can now

Download and Set Up Power BI

Published May 27th, 2024 by Cameron Arney

This guide takes you through setting up Power BI for the first time. Generally, the reports will fail to load at the first attempt. Click Refresh to let it load a second time. But as this wont be the same for everyone, we also have a guide on some common reasons why it does not refresh here. For the steps to download and set up Power BI, we highly r

Editing Reports (Administrators Only)

Published October 10th, 2024 by Cameron Arney

Within Safe365 you can edit the data that has been submitted through from members of your team. This could be to fix mistakes, change incident categories, or add additional information. Editing of a report can only be compelted by Administrators within Safe365, and any changes are logged within the Activity Audit Logs.   To Edit a report in Safe365:

Register to the Safe365 App

Published May 27th, 2024 by Cameron Arney

This takes you through Registering to the Safe365 app.  

How to Remove a User

Published August 27th, 2024 by Cameron Arney

  How to remove a User: Click into the Admin Menu. Select 'Users'. On the User you need to remove click ‘Edit’. Click ‘Remove User’. Confirm by clicking ‘Proceed’.  

Sign into Safe365 Web with Email and Password

Published July 23rd, 2024 by Cameron Arney

  To log into Safe365 Web in a browser using your Email address and Password: Head to the Safe365 Login page. Enter your Email Address and Password. Click ‘Sign In’.    

Sign into the Safe365 App

Published August 20th, 2024 by Cameron Arney

Sign up to Qualify365

Published May 27th, 2024 by Cameron Arney

Module 7: H&S Data Collection

Published May 27th, 2024 by Cameron Arney

Collecting & responding to health & safety information is a critical component to achieving continuous improvement in health & safety performance. Building intelligence in your organisation using health & safety data will support all levels of your organisation to exercise their duties under legislation & support evidence-based d

Download the Safe365 App

Published June 30th, 2024 by Cameron Arney

The Safe365 App can be downloaded from the Google Play, or Apple App Store. Search for Safe365 and look for the icon above.   If you are on your phone, click on the link you need below:

Add a Shared File into Contractor Connect

Published May 27th, 2024 by Cameron Arney

Both Client and Contractor can upload files that are shared between the two.  From here files can be downloaded for review.  This could be anything from SSSPs to copies of work certificates. Files can be accessed by both sides and then they can be approved (where required).

How to Add Insurance Certificates

Published May 27th, 2024 by Cameron Arney

Any required Insurance Certificates can be uploaded into your Contractor Connect Profile.

How to View and Downlaod Prequalification Certificates

Published May 27th, 2024 by Cameron Arney

Contractors are encouraged to upload their pre-qualification certificates, and these can be accessed by Supply Chain Owners.  On the dashboard, it will display if the Prequal is current, but heading into the overview you will be able to find the specific details relating to the Prequal.  If the service provider has uploaded a copy of the certificate

Safe365 Assessment Report

Published May 27th, 2024 by Cameron Arney

You can produce an overview of the Safety Index and performance information, that can be presented to the board or Health & Safety Meetings. The report highlights the top 3 elements that should be focused on for each module for continual improvement.  It also gives you the ability to input any key statistics and a summary of those statistics tha

Making Changes to Safety Index Answers

Published June 30th, 2024 by Cameron Arney

As you move through your strategic plans, you will need to update the responses to your assessment questions. This can be done at any stage. To make changes to the Safety Index: Select the element you wish to change. Select the rater that now applies. The Safety Index will automatically recalculate.  

Full Contractor Connect Guide for Principal Contractors

Published May 27th, 2024 by Cameron Arney

What Is Contractor Connect Contractor Connect by Safe365 is a world-class digital supply chain management health & safety ecosystem developed on the Safe365 platform which drives safety and risk leadership, improves decision-making, improves legal compliance and generates safer behaviours across the supply chain It is designed to fulfil the lega

Viewing a Contractors Insurance Information

Published May 27th, 2024 by Cameron Arney

Adding a Qualify Subscription to an existing account

Published May 27th, 2024 by Cameron Arney

If you have an existing Safe365 or Contractor Connect account, you can add a Qualify365 subscription with the following steps.

Safety Culture Index Guide

Published June 30th, 2024 by Cameron Arney

What does the Safety Index mean? The Safety Index is a lead indicator providing insights into the organisation’s overall health and safety capability.      Making Changes to an Assessment Question Making Changes to Safety Index Answers As you move through your strategic plans, you will need to update the responses t As you move through your strategi

Add a Contractor Connect Subscription

Published May 27th, 2024 by Cameron Arney

This is for users who already have a Safe365 or Qualify365 subscription. If you are new to Safe365 and need to create a Contractor Connect profile, please head here.

Convert a Report (Administrator Only)

Published October 10th, 2024 by Cameron Arney

Incident, Risk/Hazard, and Safety reports can all be converted into the other. Administrator users within Safe365 are able to convert reports, for those times where a user reports using the wrong type. Where a report has different required fields, these will need to be entered before it can be saved. All converts are logged within the Audit Activity

Close or Re-Assign an Action

Published August 28th, 2024 by Cameron Arney

If you need to re-assign or Close an action, due to it being completed by another staff member, or a staff member has left.  

Module 9: Worker Engagement

Published May 27th, 2024 by Cameron Arney

Well-developed health & safety engagement is a key component in developing a positive health & safety culture. In accordance with legislation, workers & contractors must be engaged about health & safety issues likely to directly affect them, & be given reasonable opportunities to participate in the ongoing improvement of health &

Adding Files within a Checklist

Published September 4th, 2024 by Cameron Arney

Files can be added within a Checklist to assist with context or information while completing a checklist. A file can be added to the checklist as a whole, or within a specific question. To add a file within a Checklist: Navigate into ‘Edit’ for the Checklist. To add a file to the overall checklist - Click ‘Checklist Files’. To add a file to a specif

Full Guide for using the Safe365 App

Published May 27th, 2024 by Cameron Arney

How to use the Safe365 App  The Safe365 App provides the workflow for Incident Reporting, Hazard/Risks Reporting and Safety Observations.  This guide shows you how to enter information into each workflow. Complete an Incident Report  Submit an Incident Report from the Safe365 App An Incident report should be submitted after anything happens to incur

Submit a Safety Report from the Web (Worker Access)

Published July 1st, 2024 by Cameron Arney

  To Submit an Incident from the web for a Worker: Log into the Web.2. Click ‘New Safety Report’.3. Complete the Safety Report fields. The required fields are a Title and What Happened.4. Click ‘Save and Closed’.

Submit an Incident Report from Web (Worker Access)

Published May 27th, 2024 by Cameron Arney

All users are able to report Incidents from the Safe365 app or the Web Portal. When an app users logs into the web, they are offered an option to submit an incident. This follows the same sequence as the app. To Submit an Incident from the web for a Worker: Log into the Web. Click ‘New Incident’. Complete the Incident fields. The required fields are

Full Actions User Guide

Published May 27th, 2024 by Cameron Arney

Actions Overview Within Safe365 you can create Actions and assign these out to any user within your organisation. Actions can be created from many places within Safe365 which we will highlight in this user guide. Actions can be created for any work item that needs to be completed, either as a one off or repeating. Actions Dashboard As an admin, you

Sign into the Safe365 App using Google

Published May 27th, 2024 by Cameron Arney

You can sign in using your Google Credentials. In some cases, this will be a requirement by your IT team. For any password resets or issues with your Multi-Factor authentication, please speak to your IT team.    

Full Workforce Connect Guide

Published May 27th, 2024 by Cameron Arney

  Safe365 is a platform to help you access, improve and monitor your organisations health, safety, performance, and engagement. Safer workforce. Better business.  Workforce Connect (Performance Dashboard) The performance console is the connection with your workforce.  Staff using the Safe365 app can report incidents, and risks and can complete check

Module 4: Health & Safety Management System

Published May 27th, 2024 by Cameron Arney

A Health & Safety Management System is the documented reference point for all health & safety operations for your organisation. It is a legislative requirement for all organisations to have a health & safety management system, often also called a ‘health & safety manual’  

Change the Owner of an Account

Published June 30th, 2024 by Cameron Arney

  Safe365's Customer Success team can change the Owner of your account for you. This can only be changed to an existing Administrator User.   Fill out our Contact Us form or email through to our Customer Success team on support@safe365global.com.    

Module 2: Management Knowledge

Published May 27th, 2024 by Cameron Arney

Management Knowledge involves any senior employee with daily decision-making authority fully understanding the organisation's operations, the associated hazards & risks & how the organisation effectively manages health & safety risks. In some cases, particularly in smaller owner/operator organisations, directors are also managers.  

Module 8: Management Reporting

Published May 27th, 2024 by Cameron Arney

The sharing of health & safety insights & performance indicators through effective reporting is part of a critical communication loop, ensuring management & directors have access to ongoing information regarding health & safety in the organisation allowing them to take steps to manage health and safety risk to levels as low as reason

Qualify365 Price Changes

Published August 14th, 2024 by Cameron Arney

Since the inception of Qualify365 in 2022, we have maintained our pricing to provide you with the best value while ensuring the highest standards of service. We greatly appreciate your continued trust and support.   Due to the increasing costs that impact our operations, we have had to adjust our prices so that we continue to deliver the quality and

Module 1: Directors Knowledge

Published May 27th, 2024 by Cameron Arney

All directors must develop & maintain knowledge of the health & safety matters in the organisation they are a director of on an ongoing basis. This module explores eight ‘Director Knowledge’ competencies.    

Submit a Safety Observation from the Web (Admin Access)

Published July 1st, 2024 by Cameron Arney

  To Submit a Safety Observation from the web: Navigate to the Performance Dashboard and click Safety. Click ‘Add New’. Complete the Observation fields. The required fields are a Tittle and What Happened. Click ‘Save and Closed’.

How to Switch between Safe365 Organisations

Published November 4th, 2024 by Cameron Arney

If you are part of multiple Safe365 organisations, you are able to change between these. How to Switch Organisations: Click into the 'Admin Menu'. Click ‘Switch Organisation’. Either click on an organisation name, or select 'View All'.  

Signing up to Contractor Connect

Published May 27th, 2024 by Cameron Arney

This takes a new customer to Safe365 signing up to activate a Free Contractor Connect Profile.

Accessing Workforce Connect Logs

Published July 1st, 2024 by Cameron Arney

We have released a BETA version of our new logs feature. This comes alongside the new abilities to Edit, Convert and Delete functions within Workforce Connect. There are also logs around User Management and Organisation profile changes. These will continue to grow over time. How to access Activity Logs: Navigate to the Performance Dashboard. Click o

Send out a Survey

Published May 27th, 2024 by Cameron Arney

  How to Send out a Survey: Navigate to the Performance Dashboard. Click ‘Surveys’. Click ‘Add New’. Enter a Title for the Survey. This will appear within the Safe365 App. Select the 'Template'. Enter a Date for the Survey to begin, and Close. Click "Save Changes'. Active the Survey by clicking ‘Options’ and ‘Activate’. It will appear in the app fro

Clone a Checklist

Published October 24th, 2024 by Cameron Arney

Safe365 gives you the ability to Clone or Duplicate any of your checklists. This means you can create a base checklists, and duplicate it for each instance you need it for. An example of this would be a Vehicle Checklist. Set your base questions for the checklists, and then clone the checklist, one for each vehicle. Each checklist can then have any

Connect to an Organisation

Published May 27th, 2024 by Cameron Arney

This will show you what to check to ensure you are connected to your organisation.     If you do not find your organisation to connect to, then you will need to reach out to one of the Admins to have them invite you.

Submit an Incident Report from the Safe365 App

Published May 27th, 2024 by Cameron Arney

An Incident report should be submitted after anything happens to incur injury or harm within the Workplace.  

Steps to Resolve Issues Power BI data Failing to Refresh

Published May 27th, 2024 by Cameron Arney

If you find that refreshing Power BI is still failing, then generally one of the three steps below will sort you out. For the steps to resolve Power BI failing to refresh, we highly recommend you view the article with the steps below.

Sign Up to Safe365 in a Browser

Published May 27th, 2024 by Cameron Arney

If you have received an invite email, or want to sign up to Safe365. To Sign Up to Safe365 via the Web: Head to the Login Page - https://be.safe365global.com/login or follow the link in an invite email. Click ‘Sign Up’. Enter your 'Name' and ‘Email Address’. Set a 'Password'. Click ‘Sign Up’.

How to Contact Contractors

Published May 27th, 2024 by Cameron Arney

From the Contractor Dashboard, you can email all contractors, or you can also contact individual Service Providers via the email icon.

How to View and Download Contractors Certifications

Published May 27th, 2024 by Cameron Arney

How to access, view and download Contractors certifications they have uploaded to their Contractor Connect Profile.  

Sign into the Safe365 App using Microsoft

Published May 27th, 2024 by Cameron Arney

You are able to sign in using your Microsoft Credentials. In some cases, this will be a requirement by your IT team. For any password resets or issues with your Multi-Factor Authentication, please speak to your IT team.   IT Approval You may need to have your IT team approve using your Microsoft account to log into Safe365. If you see the below ‘App

Checklist Answer Types Explained

Published August 27th, 2024 by Cameron Arney

There are a range of Answer types you can use within your checklist. We explain each type below. All checklist answers have the ‘Additional Information’ section where the user can enter in extra or supplementary information as required. Yes/No This is a simple Yes/No option. Yes/No with Escalation on No response This uses the escalation functionalit

Create a new Site

Published May 27th, 2024 by Cameron Arney

Sites can be created to enable staff to Scan in and out. This logs both the user and the time with each log for tracking or auditing.   How to Create a new Site: Navigate to the Performance Dashboard. Click ‘Site Management’ from the Left Hand menu. Click ‘Add New’. Enter a 'Name' for the site. Enter a ‘Description’ and ‘Notes’ if required. Click ‘S

How to Update Your Credit Card

Published May 27th, 2024 by Cameron Arney

  To Update your Credit Card: Click into the Admin Menu, top right under your name. Click ‘Subscription & Billing’. Click ‘Modify Payment Info’. Enter the new card details. Click ‘Update Payment Info’. Note: The payment method is per subscription. If you have multiple subscriptions, you will need to update them all. You can select your subscript

Sign into Safe365 Web Portal using Microsoft

Published May 27th, 2024 by Cameron Arney

You can use your Microsoft account to log into Safe365. This means you dont need to worry about an extra password. IT Approval May be Required You may need to have your IT team approve using your Microsoft account to log into Safe365. If you see the below ‘Approval Request’, complete the form. This is sent to your IT manager. They will need to appro

Renew your Power BI Token

Published May 27th, 2024 by Cameron Arney

This takes you through updating your Power BI token. These renew periodically.   To renew your Power BI token: (The full article has visual step-by-steps for this) Click into the Insights tab, from the top menu. Click on ‘3. Connect your dataset’. Copy the token to your clipboard. In Power BI, click on ‘Transform Data’. Click ‘Edit Parameters’. Past

Module 10: Culture and Behaviours

Published May 27th, 2024 by Cameron Arney

Health & safety culture & behaviours can be considered as “how we do it around here” & is unique to each organisation. This module explores key competencies that are known to determine whether or not positive health and safety behaviour is engrained in the organisation and to what extent.  

How to create an Action

Published May 27th, 2024 by Cameron Arney

  How to create an Action: Click into ‘Workspace’. Click ‘Add Action’. Enter a ‘Title’. Enter a ‘Description’ explaining what the user needs to do. Click on ‘Assignee’ and selecct user/s to assign the Action to. If required, enter a ‘Deadline’ and/or 'Priority. Click ‘Add Action’.

Reset your password from the Safe365 App

Published May 27th, 2024 by Cameron Arney

  To Reset your Password from the Safe365 App: Open the Safe365 App and tap ‘Login’. Tap ‘Continue’ to open authentication window. On the Login Screen, tap ‘Forgot Your Password’. Enter your Email Address to receive the reset link. (This must be the same email address you use to log into Safe365.) Tap ‘Reset Password’. An Email will be sent with the

Submit a Hazard Report from the Web (Worker Access)

Published July 1st, 2024 by Cameron Arney

To Submit a Risk/Hazard from the web as a Worker: Log into the Web. Click ‘New Hazard/Risk’. Complete the Hazard/Risk fields. The required fields are a Title, Impact and Likelihood, and a Description. Click ‘Save and Closed’.

Create a Survey Template

Published May 27th, 2024 by Cameron Arney

    Please note that the answers are set on a scale of: Strongly Disagree Disagree Somewhat Disagree Neutral Somewhat Agree Agree Strongly Agree So, questions need to be asked in a way to be answered correctly. How to create a Survey Template: Navigate to the Performance Dashboard. Click ‘Surveys’. Click ‘Manage Templates’. Click ‘Add New’. Enter a

Deleting a Report in Safe365

Published June 30th, 2024 by Cameron Arney

Any report can be deleted by an Administrator within Safe365. Deleting a report is final and cannot be undone, so consider Archiving first - Archiving Reports in Safe365 To Delete a report within Safe365: Head to the report you wish to delete. Click ‘Options’ for the report. Click ‘Delete’  

Update your Profile

Published May 27th, 2024 by Cameron Arney

Update your Qualify365 Company Profile

Published August 19th, 2024 by Cameron Arney

Submit a Hazard Report from the Safe365 App

Published May 27th, 2024 by Cameron Arney

Health and Safety is a collective responsibility. Report anything you see that could cause harm or injury within the Workplace.  

Completing a Action

Published May 27th, 2024 by Cameron Arney

Exporting Users

Published May 27th, 2024 by Cameron Arney

You are able to export details of your connected app users. This will export the information that users have input into their profile within the Safe365 App.   To Export App Users: Click into the Performance Dashboard. Click on the App Users tile, or left menu item. Click ‘Export’. Select ‘Export to CSV’.  

Sign into Safe Web Portal using Google

Published May 27th, 2024 by Cameron Arney

You are able to use your existing Google account to Sign into Safe365. This removes the need to remember another password! Some organisations may require you to use this option.   To Sign in using Google: Head to the Login Page.2. Click ‘Sign in with Google’.3. Follow the Google Login Prompts steps, including any two-factor authentication required.

Module 6: Emergency Preparedness

Published May 27th, 2024 by Cameron Arney

Emergency preparedness can be defined as your organisation's capability to be prepared for, & respond effectively to, health & safety emergencies. This includes medical or trauma incidents & other emergencies that may occur at work, such as natural or man-made disasters.  

Adding Private Notes to a Contractors Profile

Published May 27th, 2024 by Cameron Arney

Notes can be added to a Contractors profile, that are private only to your team. The Contractor does not see these notes.  

How to answer a Qualify365 Question

Published May 27th, 2024 by Cameron Arney

This will show you the basic overview of answering a question in the Qualify365 assessment.

Understand your Survey Results

Published May 27th, 2024 by Cameron Arney

The answer scale within the Survey is: Strongly Disagree Disagree Somewhat Disagree Neutral Somewhat Agree Agree Strongly Agree   All survey responses are given a quantitative overlay and then averaged. Therefore, the outcome for each of your survey questions is represented by a percentage, which can be translated back to one of the seven possible a

How to use the Safe365 Safety Maturity Assessment

Published May 27th, 2024 by Cameron Arney

This video runs through How to begin and complete the Safe365 Maturity Assessment.    

Change a User Role

Published July 9th, 2024 by Cameron Arney

  To Change a User Role: Click into the Admin Menu, top right under your name. Click ‘Users’. On the user that needs changing, click ‘Edit’. Select the new role. Click ‘Update’.      

How to Create a Folder within Files

Published May 27th, 2024 by Cameron Arney

Safe365 has a section where files can be held. These are only accessible to Administrator and Standard Users, and are not availbale through the Safe365 App. To Create a Folder: Click into ‘Files’ from the top menu. Click on ‘Add Folder’. Give the folder a name. Click ‘Add’. You can use the ‘Upload Files’ option to select a file from your PC to uploa

Module 5: Audit & Verification

Published May 27th, 2024 by Cameron Arney

Verification & audit activities involve checking that health & safety requirements outlined in the legislation, regulations, codes of practice & the health & safety management system are being implemented in practice and are effective.  

Safe365 Benchmark Report

Published May 27th, 2024 by Cameron Arney

Safe365 provides benchmark data based on Industries. This can be used to see how your Safety Maturity Index relates to industry benchmarks. To download the Benchmark Report: Click ‘Insights’ from the top menu. Click ‘Download Benchmark Report’.

Setting up a Repeating Action

Published May 27th, 2024 by Cameron Arney

Edit your User Profile in the Web Portal

Published May 27th, 2024 by Cameron Arney

If you need to update your name, or notification settings, this can be done in your User Profile.   To Edit your User Profile in the Web: Click into the Admin Menu, top right under your name. Click ‘Your Profile’. Update your name or any settings as required. Click ‘Save’.

Completing your Public Contractor Connect Profile

Published May 27th, 2024 by Cameron Arney

Your Contractor Connect Profile is required to be filled and is the company data that is shared to your suppliers and clients. This is different from your Organisation Profile in Safe365.

Module 3: Worker Knowledge

Published May 27th, 2024 by Cameron Arney

Worker knowledge can be defined as all workers having an understanding of the nature of the operations of the organisation relative to their role in it & the hazards & risks associated with those operations. All workers & contractors must have the knowledge they need to stay safe & healthy at work.  ‘Workers’ includes employees, cont

Safe365 User Roles Explained

Published June 30th, 2024 by Cameron Arney

When a user is invited in, need to have a role assigned to them. Below is an explainer of the different roles and the likely ‘persona’ of each role. User roles can be updated at any time.   Administrator  This is likely the role for a Health & Safety Manager. This role has access to all products of Safe365 for the organisation.  This role also i

Submit a Hazard Report from the Web (Admin Access)

Published July 1st, 2024 by Cameron Arney

  To Submit a Hazard from the web: Navigate to the Performance Dashboard and click Risk/Hazard.2. Click ‘Add New’.3. Complete the Risk/Hazard fields. The required fields are a Title, Impact and Likelihood, and a Description.4. Click ‘Save and Closed’.