SafetyHQ | Graduation Checklist

Setup & Access

• Admin users can log in successfully
• Login URL(s) documented and shared internally
• Company / division structure confirmed (if applicable)
• Implementation contacts and timeline understood

Navigation, Devices & Inbox

• Can navigate the main menu and return Home
• Can use the system on required devices (desktop / tablet / phone)
• Offline expectations understood (when it will / will not be used)
• Can find and open assigned items/messages in Inbox

Toolbox Talks

• Understand Custom, Global, Recorded, and Shared tabs
• Can find a toolbox talk using search and category filters
• Can preview and confirm correct topic before use
• Can conduct and record a toolbox talk
• Can add attendees and capture signatures
• Can add notes/comments before submitting
• Can assign/share a toolbox talk to the correct role/group
• Understand scheduled vs immediate assignment behavior
• Can locate recorded talks and verify attendance + signatures
• Toolbox Talk rollout cadence defined for the field

Forms

• Can start a form and save a draft
• Can submit a form and find it in Entries
• Can complete JHA workflow end-to-end
• Can complete JSE workflow end-to-end (if used)
• Can complete Vehicle Inspection workflow (if applicable)
• Can complete Heavy Equipment workflow (if applicable)
• Understand how form answers can trigger corrective actions
• Can provide “red pen” edits / request form changes
• Forms rollout plan defined for field use

Corrective Actions

• Understand purpose of corrective actions (closing the loop)
• Understand corrective actions are typically triggered from forms
• Can assign corrective actions to worker/owner
• Understand status flow: Open → Assigned → Completed
• Can attach photos/notes and set due dates
• Can filter and review open/overdue corrective actions

Incident Reports

• Understand difference between OSHA recordable vs severe reportable
• Can submit an initial incident report from the field
• Understand admin follow-up workflow
• Can view incident reporting analytics (if used)
• Understand non-recordable incidents may be handled via Forms

SDS Search

• Can search SDS by name or manufacturer
• Can open and review SDS documents
• Can favorite commonly used SDS
• Confirm SDS content exists for common materials

Lessons

• Can locate Lessons and explain their purpose
• Can create a lesson (if enabled)
• Can link lessons to certifications (if applicable)

Certifications

• Can locate certifications and confirm required certs are loaded
• Can retrieve certifications in the field
• Understand certification expiration/warning behavior
• Know who receives certification warning notifications

Workers

• Can locate a worker and confirm profile details
• Understand how workers are added/updated (manual vs integration)
• Understand roles/permissions control access

Projects

• Can locate a project/job and confirm details
• Understand how projects are added/updated
• Understand how project selection affects records/workflows

Equipment

• Can locate equipment records (if used)
• Understand how equipment is added/updated
• Can complete equipment-related workflows (inspections, etc.)

Documents

• Can locate key safety documents (policies, SOPs, manuals)
• Admins can upload and tag documents
• Confirm field users can access required documents

Notifications

• Understand in-app and email notification behavior
• Incident notifications routed correctly
• Form submission notifications routed correctly
• Corrective action notifications routed correctly
• Certification warning notifications routed correctly

Integration & Sync (if applicable)

• Integration scope confirmed (workers/projects/equipment)
• Understand nightly sync + manual sync behavior
• Integration confirmed complete and functioning

Permission Groups / Roles

• Roles match company structure
• Correct people have correct access
• Permissions testing process established

Offline Mode

• Offline mode tested on real devices/networks
• Understand which workflows will be used offline
• Understand limitations of offline use