Overview
The Donesafe Standard Solution modules use hidden main form questions to enable/disable (toggle) various features using the ‘default response’ setting. In each module, on the main form, this will be easily identifiable by the Red and Bold display text as shown below.
Each toggle should be reviewed alongside the client’s sales contract and requirements to determine the necessary setup.
Toggles Explained
Using Incident Module
This enables a Main Form Relation tab displaying linked Incidents in the Safety Data Sheet record. Corresponding toggles exist within the Incidents module. Please refer to the associated Install Guide.
Using Hazard Module
This enables a Main Form Relation tab displaying linked Hazards in the Safety Data Sheet record. Corresponding toggles exist within the Hazard module. Please refer to the associated Install Guide.
Using Risk Modules
This toggle refers to the standard solutions Risk modules. If the client is using the Standard Risk modules, then enabling this will activate a Main Form relation field and tab in the Safety Data Sheets module which will link into the Central Risk Library. A corresponding toggle also exists in the Site Chemical Register which will perform a lookup on this field. The Site Chemical Register will correspond to the Site Risk Register. There are also corresponding toggles required in the Risk modules; please refer to the relevant install guides.
If the client is not using the Standard Risk modules, or if they do not want to link the Chemical Management modules into it, then selecting No will enable a standalone risk assessment sub-form. This is a sub-form only and does not have associated workflow/indicators etc.
Install Checklist
Step | Applicable to | Process | Sub Process | Status |
1 | All | Initial Setup | Schema or Bundle Copy to client site | ☐ |
2 | Schema Copy | Initial Setup | Hide any modules which the client has not purchased/is not using | ☐ |
3 | All | Module Setup | In the Module Config, on the main form, select the default options for the toggle questions based on what accompanying standard modules, or features, the client has purchased - See below | ☐ |
4 | All | Module Setup - Toggles | Using Incident Module | ☐ |
5 | All | Module Setup - Toggles | Using Hazard Module | ☐ |
6 | All | Module Setup - Toggles | Using Risk Modules | ☐ |
7 | All | Module Setup - Toggles | Review the client's list of Standard modules and determine if any of the below are in use. · Incidents · Hazards · Risk Review the install guides for those modules to enable the relevant toggles to link the Chemical management modules. | ☐ |
8 | All | Module Setup – Doc Export | Ensure that a Doc Export Template exists in both Safety Data Sheet and Site Chemical Register modules. | ☐ |
9 | All | Module Setup | Review tab section overrides and determine if admin role should be added to visibility | ☐ |
10 | All | Module Setup | Review Workflow path restrictions and add Admin user collection to the restrictions | ☐ |
11 | Bundle Copy | Role Setup | Map module Role Profiles to system roles if the client is adding additional roles | ☐ |
12 | All | Customisation | Complete any field customisation as indicated in the client's returned module workbook | ☐ |
13 | All | Customisation | Complete any notification customisation as indicated in the client's returned module workbook | ☐ |
14 | All | Module Setup | Review all main form toggles and ensure they are all set to hidden | ☐ |