Overview
The Donesafe Standard Solution modules makes use of hidden main form questions to enable/disable (toggle) various features utilising 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 Risk Modules
This toggle refers to the standard solutions Risk modules. If the client is using these modules this should be enabled. When enabled this will allow the selection of a Risk from the Central Risk Library in the Review and Investigation sections of the Incident.
Using Chemical Modules
This toggle refers to the standard solutions Chemical Management modules. If the client is using these modules this should be enabled. When enabled this will allow the selection of a Safety Data Sheet from the Safety Data Sheet modules.
Using Plant & Equipment Modules
This toggle refers to the standard solutions Plant & Equipment modules. If the client is using these modules this should be enabled. When enabled this will allow the selection of a Plant & Equipment record from the Plant & Equipment Register.
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 Risk Modules | ☐ |
5 | All | Module Setup - Toggles | Using Chemical Modules | ☐ |
6 | All | Module Setup - Toggles | Using Plant & Equipment Modules | ☐ |
7 | All | Module Setup - Toggles | If any of the below are in use. · Chemical Management · Plant & Equipment Review the install guides for those modules to enable the relevant toggles to link to the Hazard module. | ☐ |
8 | All | Module Setup | Review tab section overrides and determine if admin role should be added to visibility | ☐ |
9 | All | Module Setup | Review Workflow path restrictions and add Admin user collection to the restrictions | ☐ |
10 | Bundle Copy | Role Setup | Map module Role Profiles to system roles | ☐ |
11 | All | Customisation | Complete any field customisation as indicated in the clients returned module workbook | ☐ |
12 | All | Customisation | Complete any notification customisation as indicated in the clients returned module workbook | ☐ |
13 | All | Module Setup | Review all main form toggles and ensure they are all set to hidden | ☐ |