Generate a Safety Notice Based on an Existing One

Contents

Safety notices often contain similar information. To reduce data entry time, use the Generate Wizard to create a copy of a safety notice, and then edit the copy to reflect any differences.

To generate a safety notice:

1. Expand the Communication folder and click Safety to open the Safety Log Window.
2. Open the document you want to copy.
3. From the Select an action drop-down list, choose Generate Document to start the Generate Safety Notice Wizard. The Generate Safety Notice dialog box will open.
4. From the Type drop-down list, choose the type of safety notice (Safety Violation) to generate.
5. Click Select To to open the Select Contact Dialog Box. Choose the contact to send the notice to.
6. Click Select From  to open the Select Contact Dialog Box. Choose the contact sending the notice.
7. In the Number field, enter the number for the notice.
8. In the Title field, enter a title for the notice.
9. Select the appropriate options for the sections you want to copy to the safety notice.
10. Click Finish to generate the new notice.

    Note: If an Injury or Illness Report is being generated, the Case Number is incremented automatically, but all other fields in the Injury or Illness section are left blank.