Popular Safety Monitor Filter Views

Not sure where to start with a Filter View or looking for some inspiration? Here are a few examples that we have found are very helpful.

For a video walkthrough of the Safety Monitor, click here! 

Filter Options:

In the Safety Monitor, you can filter by Date, Document Name, Location Name, Worker Name, and Scheduled Status.

Customize View Options:

Using the "Customize View" menu, you can edit your viewing options, like Groups, Visibility, Revisions, and preferred Date.

                                 

   

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Today's Documents

This View will show all Documents completed today.

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Compliance Report

This View will show which Worker(s) have and have not completed a specified Form(s).

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Scheduled Documents Only

This View will show all Documents that were Scheduled.

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Upcoming Scheduled Documents Only

This View will show all Documents that are Scheduled or Pending, not yet completed, and due in the future.

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Overdue Documents Only

This View will show all Documents and Signatures that were Scheduled or Assigned and not Completed by the Due Date.

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Who/Which Location Hasn't Signed?

This View will show Who Has Not Signed Documents in your Account

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Near Misses/Incidents This Week

This View will show all the chosen Documents completed in the current week.

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Monthly Key Performance Indicators

This View will show all the chosen Documents completed in the current month.

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Pending Follow Up Form Report

This View will show all Pending Follow Up Forms for the Date Range you selected.

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Certifications Expiring Soon

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Expired Certifications