Help videos for admin users
Site Specific QR Codes Access
Every time you create a site in Worx Safety, the system automatically generates a QR code to access the site's page. You can download this QR code from the site's details page. This can be useful if you need to create a site sign. STEPS: 1. Log in to ...
Updating User Roles in the System
In this video, I demonstrate how to update a user to an admin or supervisor role in the system. Note that only admin users can perform this function. Simply navigate to the Workers and Inductees summary page, select the user, and choose the desired ...
Creating a Project with Automated Site Specific Management Plan, and adding a Toolbox Talk and SWMS
Here is the details on how to create a new site in Worx Safety. Once the site is created, we add a Toolbox Talk and a SWMS. When workers sign in to the project, the system completes the following checks: -> is the worker inducted and approved [if ...
Updating Issues on Assets
This is the procedure for removing warnings on assets once they have been fixed. Objective: To effectively update and resolve issues identified with assets in a timely manner. Key Steps: Click on the relevant asset from the summary screen. Click on ...
Creating a Site Specific Management Plan (SSMP) for your project.
How to Create Site-Specific Management Plans in Worx Worx allows you to create site-specific management plans for your project sites. These plans include important information about the project site, emergency contacts, and procedures. Here's how to ...
Understanding Permission Levels in Worx Safety
Introduction Effective management of user permissions is vital for maintaining the security and efficiency of any digital system. In Worx Safety, we offer three distinct levels of user permissions: Admin User, Supervisor, and User. These tiers are ...
How to Create and Use Groups
We have added a new feature to your portal - Groups. Groups are a way to communicate with only a specific set of people in your organisation, instead of every person getting every email alert. Here is the process: Go to Inductees -> Hit the 'Groups' ...
New Feature in Worx Safety Digital Forms: Save Submission Button
We are excited to announce a new feature that will make filling out and managing your digital forms even more convenient. Introducing the new "Save" button. What are the Save and Submit buttons? The "Save" and "Submit" buttons give you more ...
Creating a custom Register in your Worx portal.
Introduction Registers are an essential tool in managing your small business's safety and compliance, helping you stay organized and maintain a safe working environment. With Worx Inductions, you can create custom registers tailored to your specific ...
Creating and Using Custom Asset Prestarts
Previously you could only use the default prestart checklist for all assets in the asset register. This did not work for some assets that were not heavy equipment. Now you can create custom prestarts for any type of asset. Here is a video of the ...
Visitor Sign-In Function
Uploading Workers' Details Made Easy
In this video, I walk you through the process of uploading workers' details on their behalf. If you have a worker whose information needs updating, simply search for their name in the inductees section and access their profile. From there, you can ...
Uploading Safety Data Sheets and Managing Company Documents in the System
In this video, I walk you through the process of uploading safety data sheets, policies, and procedures into our system. You can easily manage these documents by dragging and dropping them in, ensuring they are in PDF format for easy access. Remember ...
Managing Contractor Details and Document Updates
In this video, I walk you through how to manage contractors' details and upload necessary documents on their behalf. Each contractor has their own profile where you can find all relevant information, including any issues or documents that need ...
Using the Site Diary Feature for Effective Workplace Management 📋
In this video, I walk you through the site diary feature designed for administrators and supervisors to manage workplace sites effectively. This feature allows you to add diary entries that automatically include weather conditions, capture relevant ...
Revoking approval
Re-invite Contractor or Worker
In this video, I walk you through the process of re-inviting workers who haven't activated their accounts in our system. If you've sent out invites and a worker hasn't created their profile, you can easily resend the invitation email or copy the ...
Invite a new Worker to your account
Contractor Invite Worker Function
How to nominate a Supervisor or Administrator
Host Employer, Upload Company information
Using Digital Forms
In this video, I walk you through the digital forms set up in our system, highlighting how to favorite forms so they populate in the sites for easy access by our workers. I explain that once forms are completed, workers can view their submissions ...
Deactivating Accounts
In this video, I walk you through the process of deactivating accounts for contractors and workers within the works portal. Once a contractor or worker has completed their tasks and is no longer needed in the system, you can easily deactivate their ...
Creating and Managing Your Asset Register 📊
In this video, I walk you through the process of creating your assets and setting up the assets register within our system. We capture essential details for vehicles, plant, machinery, and testing equipment, including service intervals and ...
Approving Workers in the Onboarding Process
In this video, I walk you through the process of approving workers in our system after they complete their onboarding. You'll receive email notifications and alerts within the system, allowing you to easily access the worker's profile. It's crucial ...
Approving Contractors: A Step-by-Step Guide to Onboarding
In this video, I walk you through the contractor onboarding process, where you'll invite contractors to complete their onboarding in our system. Once they finish, you'll receive an email notification, allowing you to review their uploaded documents, ...
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 ...
Streamlining the Asset Pre-Start Process
In this video, I walk you through the asset pre-start process, highlighting how each asset is set up with a customizable pre-start checklist. When a worker scans the QR code associated with the asset, they can complete the pre-start, inputting ...
Visitor Sign-In Function