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 Solv Integration
This enables the Donesafe to Solv email notification integration for Injuries. This can be configured based on the Injured Person type which the client wants to integrate to Solv. EG If they only want to capture Employee Injuries, only the employee option needs to be selected as default.
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 Site Risk Register (which also links to the Central Risk Library) in the Review and Investigation sections of the Incident.
Using Chemical Register Module
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.
Using Confidential Workflow
This toggle enables the ‘Keep confidential’ Checkbox on the main form, as well as enables a new workflow step in-between Incident Reported and Incident Reviewed called ‘Confidentiality Assessment’. This workflow step allows a designated Confidentiality Assessor (system Tag) to first determine if the Incident should remain confidential or should not.
Investigation Options (Supporting Module)
A supporting module called ‘Investigation Options’ has been developed and is found under the ‘Module Configuration’ menu collection. As part of a standard install you will need to import the provided file to populate your investigation options for Low / Moderate / High / Extreme. Once the records have been imported into the module, you can edit them to determine if the investigation is enabled for that level of severity, and which sections of the investigation are available.
Only one of each severity type should be active at a single time. The import should only be run once. Once the options are imported there is no need to create new records manually in this module.
Install Checklist
Step | Applicable to | Process | Sub Process | Status |
1 | Bundle Copy | Initial Setup | Ensure client site has default SVG configured (the SVG question on the two Injury sub forms may need to be reconfigured) | ☐ |
2 | All | Initial Setup | Schema or Bundle Copy to client site | ☐ |
3 | Schema Copy | Initial Setup | Hide any modules which the client has not purchased/is not using | ☐ |
4 | 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 | ☐ |
5 | All | Module Setup - Toggles | Using Solv Integration | ☐ |
6 | All | Module Setup - Toggles | Using Risk Modules | ☐ |
7 | All | Module Setup - Toggles | Using Chemical Modules | ☐ |
8 | All | Module Setup - Toggles | Using Plant & Equipment Modules | ☐ |
9 | 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 Incident module. | ☐ |
10 | All | Module Setup - Toggles | Using Confidential Workflow | ☐ |
11 | All | Module Setup - Toggles | Investigation Options – Import the attached file into the ‘Investigation Options’ module and configure as per the client requirements provided in the workbook.
(Double click to open and then save as CSV. Ensure you have downloaded a copy of this guide and are not editing in browser. Do not alter the import directly. Please import and if modifications are required make them in the records after they are imported) | ☐ |
12 | Bundle Copy | Module Setup - Confidentiality (utilising confidential workflow) | Create 'Confidentiality Assessor' Tag | ☐ |
13 | All | Module Setup - Confidentiality (utilising confidential workflow) | Determine with the client who should be assessing confidential records and assign 'Confidentiality Assessor' Tag (can be multiple) | ☐ |
14 | All | Module Setup - Confidentiality (utilising confidential workflow) | Update who receives 'Notification: New Confidential Incident' based on above (recommended setup is to create a user collection for this) | ☐ |
15 | All | Module Setup | Review tab section overrides and determine if admin role should be added to visibility | ☐ |
16 | All | Module Setup | Review Workflow path restrictions and add Admin user collection to the restrictions | ☐ |
17 | Bundle Copy | Role Setup | Map module Role Profiles to system roles if client is adding additional roles | ☐ |
18 | Bundle Copy | Solv Integration | Create Solv Tag and User if not already available | ☐ |
19 | All | Solv Integration | If using Solv, activate (Un-archive) Solv email notification automation (ID: 85) and update with clients Solv details (production only) | ☐ |
20 | All | Customisation | Complete any field customisation as indicated in the clients returned module workbook | ☐ |
21 | All | Customisation | Complete any notification customisation as indicated in the clients returned module workbook | ☐ |
22 | All | Module Setup | Review all main form toggles and ensure they are all set to hidden | ☐ |
Appendix
