Set Up Safety Management Suite for First Use

Purpose

This article provides a checklist for the initial setup of Safety Management Suite. It outlines the recommended order for entering company data (Job Titles, Locations, Work Areas, Employees, etc.), selecting Case Numbering preferences, and configuring Enterprise Data Management.

Steps to Follow

Complete these steps in the order listed:

1. Enter Company Data (guide)
   1. Job Titles (guide)
   2. Locations (guide)
   3. Work Areas (guide)
   4. Shifts (optional) (guide)
   5. Cost Centers (optional) (guide)
   6. Employees (guide)
2. Select Case Numbering Preference for Incidents (guide)
3. Enterprise Data Management (guide)

Any of the above data sets can also be imported via the Import/Export Center.

To view a Getting Started webcast or register for a live session: Getting Started in SMS.