Set up the daily check

Each worker answers a short safety check every day. Here is how to shape it for your company: how many questions, which work it covers, your own questions, when it is due, and who does it.

Step by step

1. Open the Question Bank. Each day, every worker gets a short set of questions drawn from thousands.
2. Under Daily check settings, set Questions per day, how many are Pinned (asked every day), and the No-repeat cooldown, so a question does not come back too soon.
3. Turn on the activity packs for the work your crews do.
4. Choose the duty categories workers can pick, and turn off any your company never does. Preset the default duties for a normal day; tick Lock duties if workers should not change them.
5. Tap Save settings.
6. To add your own, tap Add question. Choose who hears about it when someone answers No: the crew foreman, the safety lead, or a new hazard report.
7. In Settings, set the Workspace timezone and the Daily check cutoff, the time the check is due by.
8. On People, open anyone to switch Requires daily safety check on or off for them.

Good to know

• Who does it by default. Workers do. Foremen do not, unless you switch it on for them.
• No cutoff, no late. Without a cutoff, a check not yet done shows as outstanding, never as late.
• Your questions stay yours. Questions you add are private to your company.
• Who can change it. Safety managers, administrators and owners use the Question Bank. Time zone and cutoff are in Settings, for owners and administrators.
• What the crew sees. See Your daily check.