Safety Reporting

Use Safety on the Single Site Reporting page to review safety forms for your site: scheduled and unscheduled completions, assigned tasks, and safety issues.

The report page title is Safety Reporting. This is different from Incident Reporting, which is used for incident events, locations, injury types, and severity. See Incident Reporting.

For all 12 report types, see Site Wide Reporting.

Note: Single Site Reporting is available to Managers and above, including Line Managers.

Open the Safety report

  1. Log in to the ComplianceTrackr desktop portal.
  2. In the left menu, open Reporting Dashboard.
  3. Select Single Site Reporting.
  4. On the Single Site Reports screen, select Safety.

Summary cards

The top of the page has eight cards. Dates display as DD-MM-YYYY.

  • Forms Scheduled — monthly, weekly, and daily totals. Select View Schedule.
  • Un-Scheduled Forms Complete — use Select Date range.
  • Tasks Assigned — labelled Statistic. Use Select Assignee, then View Tasks.
  • Tasks Outstanding — labelled Numbers. Use Select Assignee to see the outstanding percentage.
  • Scheduled Forms Complete — use the date range, then View Completed.
  • Incomplete Schedule Forms — use the date range, then View Incompleted or Unattempted Forms.
  • Completed Tasks — labelled Statistic. Use Select Assignee, then View Tasks.
  • Number Forms Completed By — use Select Date range and Staff Name.

If a card shows 0, change the date range or assignee, or check that safety forms have been submitted.

Safety forms submitted

Scroll down to Safety Form Submitted.

Turn on Show Only Inprogress Form? if you only want forms that are still in progress.

From this table you can open a completed form, send a reminder for an incomplete form, or open Reminder Activity logs. A reminder can be sent once per day.

This list includes safety management forms used on the site, such as post-event or post-incident safety plans.

Safety issues

Issues raised on safety forms are grouped by status:

  • Safety Issue Identification - Pending
  • Safety Issue Identification - In Progress
  • Safety Issue Identification - Closed
  • Safety Issue Identification - Open
  • Safety Issue Without Controls

Open an issue’s action details to see controls, the action taken, who took it, who closed the ticket, accept or reject notes, status, and times.

If a table says “No data available in table”, there are no issues in that status for the current filters.

How this differs from Incident Reporting

  • Safety is for safety forms, scheduled checks, assigned tasks, and safety issues.
  • Incident Reporting is for incident events, locations, injury types, factors, severity, and medical issues.
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