The table below provides an overview of the site admin settings that control the behavior of compliance forms and templates.
Click the blue links on the left to access full instructions for each setting.
| Setting | Description | ||||||
|---|---|---|---|---|---|---|---|
| Print/Email Defaults | Set up default layouts, email templates and default email addresses for Risk Assessments, OHS Checklists and Custom Forms. | ||||||
| Risk Templates | Create templates for JSA e-forms that your staff can access and complete directly on a task. | ||||||
| Forms | Create e-forms to cover all of your compliance needs, or select from a list of pre-built forms. | ||||||
| Certifications | Edit and Delete certifications for staff, sub-contractors, or client requirement. | ||||||
Settings
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| Default Signature Type for Compliance Forms | Set a default signature type (Employee, Customer or Contractor) to be used on compliance forms. | ||||||
| Default Compliance Note Restrictions | Set the defaults for who has access to compliance notes. | ||||||