Overview of Worx Safety Software for Administrators

Overview of Worx Safety Software for Administrators

In this video, I walk you through the Worx Safety software from an administrator's perspective, highlighting the key features for managing contractors and workers. You’ll see how to access dashboards for quick views of pending and approved contractors, track training and inductions, and manage documentation like safety data sheets. I emphasize the importance of automating contractor details, including insurance and compliance, to streamline our processes. Please ensure you familiarize yourself with the system's capabilities, as it will help us maintain safety and efficiency across our sites. If you have any questions or need assistance, don’t hesitate to reach out.


Worx Safety Software Administrator SOP

Objective

This SOP outlines the steps for administrators to effectively manage company information, contractors, workers, and safety documentation within the Worx Safety software.

Key Steps

 

Accessing the Dashboard 0:00

  • Log into the Worx Safety software as an administrator.

  • Navigate to the dashboard for a quick overview of:

    • Contractors

    • Inductees

    • Pending and approved workers

    • Incident reporting options.

 

Managing Company Account Information 0:58

  • Access your company account details from the dashboard.

  • Update or amend any relevant company information as needed.

 

Onboarding Contractors 1:56

  • Ensure all contractors are set up in the system with their profiles.

  • Automate the auditing of contractor details, including:

    • Insurance

    • Public liability

    • Workers' compensation.

 

Tracking Contractor and Worker Documentation 2:24

  • Monitor any outstanding issues or documentation for contractors and their workers.

  • Access and manage documentation on behalf of contractors.

 

Inductee Management 2:53

  • Capture and manage information for inductees, including direct employees and contractors.

  • Group workers and contractors for easier management.

 

Allocating Training 3:37

  • Create groups within the system for workers and contractors.

  • Allocate relevant training to these groups based on company requirements.

 

Reviewing Training and Competencies 4:01

  • Track and record completed training and inductions for each worker.

  • Allow workers and contractors to review their training records.

 

Managing Safe Work Method Statements 4:22

  • Set up digital safe work method statements tailored to your requirements.

  • Ensure they are site-specific.

 

Handling Digital Forms 4:43

  • Upload and manage company forms in the system.

  • Favorite necessary forms for easy access on site.

 

Issue Management 5:16

  • Review all issues raised in the system as an administrator.

  • Action any issues that require attention.

 

Managing Digital Registers and ITPs 5:45

  • Capture and manage information within digital registers.

  • Set up ITPs digitally for site-specific requirements.

 

Document Management 6:11

  • Upload documents for shared access by contractors and workers.

  • Set expiry dates for safety data sheets and other documents.

 

Site Management 6:27

  • Set up and manage site-specific information and inductions.

  • Ensure all relevant documents and inductions are associated with the correct site.

 

Asset Management 7:48

  • Capture details of assets and manage pre-starts associated with them.

  • Group assets for easier management.

 

Sending Notifications and Safety Alerts 8:09

  • Generate safety alerts for workers or contractors as needed.

  • Ensure notifications are time-stamped for tracking.

 

Reporting 8:36

  • Utilize the reporting features to capture necessary data on:

    • Contractors

    • Workers

    • Site-related documents.

 

Monitoring Notifications 9:04

  • Regularly check notifications for any items that need addressing.

  • Mark notifications as complete once resolved.

Cautionary Notes

  • Ensure all contractor and worker information is kept up-to-date to avoid compliance issues.

  • Regularly review documentation expiry dates to maintain safety standards.

Tips for Efficiency

  • Utilize the dashboard for quick access to critical areas of the software.

  • Group workers and contractors to streamline training and management processes.

  • Regularly check for notifications to stay on top of outstanding issues.


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