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Applies To Version(s): v4.0 Custom and Essentials - Add-On for Essentials: Contact ShareVision to order.



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Overview

The Health and Safety Portal provides a space for staff to access agency Health and Saety information and log and track related records.

While the portal can be used to store any kind of form, documents, or calendar, some examples would be Health and Safety related committee meeting minutes, schedules, and agendas, staff injury forms and compliance tracking.

To use the Health and Safety Portal

  • You must have ShareVision v4.0 Custom or purchased the Health and Safety Portal Add-On.

  • You must have a user account to login.
  • You must have security permissions granted to access the Health and Safety Portal.



Health and Safety Portal - Main Page


The Health and Safety Portal main page has three Page Parts on the Portal landing page;

  1. Agency Announcements page-part

  2. Health and Safety Issues page-part

    1. This is a task system where users are assigned to a Health and Safety related issue or task for work efforts to be tracked.
    2. This page-part uses a special list Trax.
  3. Events Calendar page-part


Health and Safety Portal - Forms


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Forms and

Page Parts

Lists included on the Health and Safety Portal

  1. Incidents
    1. Critical Incident Form

    2. Medication Incident Form

    3. Staff Accident Report

  2. Lists
    1. Safety Inspection Checklist

    2. Emergency Response Drill

    3. Accessibility Checklist

Configuring

an Unfiltered Page-PartSee Page-Part - Create an Unfiltered Page-Part

a List PagePart

 See List PagePart: Set Up and Configuration



Health and Safety Portal - Document Libraries


The Health and Safety Portal has an example document library that may be useful to your organization.

The library is displayed under the heading 'Documents';

  1. Meeting Minutes: some agencies create Word or other types of document file to record meeting minutes. This library offers a repository to keep Health and Safety related meeting minutes in one place.
NoteYou can create your own Document Library using other generic libraries included in ShareVision (see Settings > Site Administration > View All Lists and Libraries) or your own created library.

Configuring a Documents PagePart

 See Documents PagePart: Set Up and Configuration



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