Getting Started, Information & Setup
- Access the Import/Export Center in Safety Management Suite
- Add and Manage Locations in Safety Management Suite
- Add and Manage Shifts in Safety Management Suite
- Add and Manage Users in Enterprise Data Management
- Add, Edit, or Delete Work Areas in Safety Management Suite
- Complete the Employee Import Template for the Import/Export Center
- Configure Data Groups in Enterprise Data Management
- Cost Centers (optional)
- Employee Company Portal
- Employees in Safety Management Suite
- Import Chemical Products Using the Chemical Import Template
- Import Company Data via the Import/Export Center
- Import Company Usage Records via the Import/Export Center
- Import Safety Data Sheets and Product Associations via the Import/Export Center
- Incident Case Numbering Preferences in SMS
- Manage User Groups in Enterprise Data Management
- New User Account Setup for Safety Management Suite
- Review User Access with Explain Access in SMS Enterprise Data Management
- Set Up Company Data in SMS (Locations, Employees, Job Titles, and More)
- Set Up Job Titles in Safety Management Suite
- Set Up Safety Management Suite for First Use
- Understand Import/Export Center - Incidents Imports
- Understand Managing User Access In SMS
- Understanding OKTA and Accessing Your Account
- Use Recordkeeping Grids for Tasks, Employees, and Locations
- Use the Import/Export Center for Plans and Policies Imports
- User Features in SMS
- Using Recordkeeping Grids for Chemicals, Incidents, and COVID-19
- Using Recordkeeping Grids in Safety Management Suite