Backend help
Why contractors appear in the "User" dropdown on forms
If a form field set to select a User — an Annual Leave form, for instance — is showing contractors alongside your own employees, nothing is set up wrong. Here's what's happening. The two kinds of users in Worx Direct Users — your own employees, ...
Approving a permit
Permits in Worx are attached to a SWMS as part of its safety requirements — a permit records that a specific high-risk activity has been authorised before work starts. When a permit needs approval, here's where to find it and what to check. Key steps ...
Connecting Your Pylon Account to Worx Safety
What It Does When your team closes a deal in Pylon and the customer e-signs a proposal, Worx Safety automatically creates a new project with all the customer and site details — no double entry, no copy-paste errors. Every signed proposal becomes a ...
Creating Toolbox Talks for Your Site in Worx
In this video, I walk you through the process of creating a site-specific toolbox talk for your workplaces. As nominated administrators and supervisors, you have the ability to generate these talks directly from the mobile app, ensuring that all ...
Adding a SWMS from Sites
The video explains how to create and manage Safe Work Method Statements (SWMS) within the Worx Safety system, either from the SWMS module or directly from a site. It shows how workers can clone templates, make them site-specific, and automatically ...
Creating Custom forms in Worx
In this video, I walk through our client-facing custom form builder. I demonstrate how to set up various sections, input types, and submission actions, including sending an email to a supervisor upon form submission. Please check the article linked ...
Does Worx Safety send SMS messages?
Worx can currently send SMS messages in the following scenarios: --> Emergency Alerts - all users on site will receive an SMS saying there is a site emergency and should proceed to muster point. --> Visitors signed in to site - the site supervisor ...
Creating a Company Training Package Using PowerPoint or Google Slides
Objective This SOP outlines the steps to create a training package using PowerPoint slides, ensuring that team members can easily follow the process to develop effective training materials. Here is the video version, or there are notes below if you ...
Who can see what in the 'Documents' section of our portal?
We have some questions recently around who has access to the documents in the company Documents section. Below I have added all of the document types, and who can view them. Only admins can add documents to this section of the portal. Document Type ...
Site Emergency & Evacuation Feature
This article describes how the Emergency Alert feature works in Worx Safety. A very quick summary of the process is as follows: Someone logged in to site activates the Emergency Alert They choose whether it is a drill or a real emergency. A SMS gets ...
Adding a Second Company to Your Account in Worx Safety
This is what to do when one of your other clients wants you to use Worx Safety for their business, when you are already in the system. Step by step here, and then a video walkthough is below. Receive Contractor Invitation Email Receive an email ...
Who can see issues in the Company Issues Register?
Issues can be raised either directly, or through one of your company forms, such as an incident report. These are added to the Company Issues Register, and assigned to a user. Once the issues are in the register, they are displayed dynamically, based ...
Updating your email preferences
You can now edit your email preferences. This is mostly useful for admin users. There are a couple of options: Receive all emails Receive emails intended for me only Receive no emails These are pretty self explanatory, but note that if you choose ...
Updated features in the Asset Register
Just a quick update for those clients that use the asset register. You can now keep track of maintenance history for your assets. Here is a video showing the updates: As always, if you have any questions, please drop a support ticket so we can get in ...