Create a safety notice

There are several ways to create a safety notice.

Create a basic record in the Create panel, or create a record with detailed information in the full form.

Note:

Required fields are marked with an asterisk (*) but aren't enforced for draft records.
If autonumbering is off, the Number field is editable until the record is saved with a non-draft status. If autonumbering is on, the number is assigned after the record is saved with a non-draft status.

Create a record in the Create panel

Safety notice records can be created in the create panel.

If the right-side panel is closed in the Safety Notices module, select (Information) on the navigation toolbar.
On the navigation toolbar, select (Create).
In the Create panel, enter the record details.
- To change the status, select an option from the Status list.
- To add a location, select the Location field, select a parent or child location, and then select Apply.
- To add an assignment, select Add in the Assigned To section, select the name, and then set a due date.
- To add a courtesy copy, select Add in the Courtesy Copies section, and then select the name.
- In the comments field, enter a comment, and select (Links) to link items.
Select Save or Save + Add Another.

You can open the full record to enter additional details, links to it, and share it with other people.

Safety notice records can be created in the full form.

On the navigation toolbar, select (Create).
To open the full form, select (Expand).
In the Subject field at the top-left, enter the subject.
In the Information panel, enter the record details.
- To change the status, select an option from the Status list.
- To add a location, select the Location field, select a parent or child location, and then select Apply.
- To add an assignment, select Add in the Assigned To section, select the name, and then set a due date.
- To add a courtesy copy, select Add in the Courtesy Copies section, and then select the name.
On the Comments tab, enter a comment, select (Links) to link items, and then select (Send).

Note: When you select (Send) to add the comment to a new record, the record is saved.
On the Detailed Information tab, enter more details about the safety violation.
To set who has access to the record, select (Sharing), and then select an option.
To link an item to the record, select (Links), select (Add), and then select the item type.
Save the change as follows:
- To save the changes and keep the record open, select (Save)
- To save the changes and close the record, select (Save).