Safety - Overview

Who can use this feature? 

MetaField users (Non-MetaField users can also use Safety at a reduced fee)

Purpose

A strong safety culture protects your employees and strengthens your firm’s reputation, making it easier to win and keep business. MetaField helps you reinforce safety effortlessly so you can focus on success. 
 
With MetaField, your firm can integrate safety at every step of your field and lab operations, including:

• Safety in Field
• Scheduling and Dispatching Safety
• Safety in the Office
• Safety in Admin
• Safety in Extracts (Utilities)
• User & Project Access

Safety in Field 

The Field module includes a Safety area for adding and managing safety records. From here, your Field users can log safety records against specific projects - or a dedicated safety project. 

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Adding Project Safety Records

1. From the Field module, click Safety 
2. Search & select your project 
3. Press Add Safety to create a new safety record for the project 
4. Press Manage Safety Records to manage existing records, once added 

Note: You can assign safety items (such as safety audits) to Field users. For more info, check the Scheduling & Dispatching Safety section below.

Scheduling & Dispatching Safety 

In the Schedule module, you can assign safety forms for users to complete. This is a great way to schedule audits and other safety-related work items for Field staff. You can even schedule general reminders and tips via email alerts and text messages.

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Adding Safety Work Items 

1. Navigate to Admin > Work Items/Billing Costs > Work Items 
2. Press Add Work Item 
3. Fill out the form, adding the work item’s name, type, associated form, etc. 
4. Press Save 

Once saved, this work item can be selected and assigned to Field users from the Schedule module.

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Assigning Safety Work Items 

1. Navigate to the Schedule module and press Add Work Order 
2. Search & select a project 
3. Check the safety work item you’d like to assign 
4. Use the Add Technician button to assign staff 
5. Complete the work order and press Submit to Technician(s) 

Assigned work items will appear for Field staff in the My Assignments area of Field. For more info, visit the Schedule page.

Safety in the Office

You can leverage the Dashboard and Review modules to quickly manage all safety-related activities and data across your firm. 

In the Dashboard module, you can find all data logged against your safety forms. Simply access the Dashboard and press Safety. This will show you a breakdown of all safety-related forms by status. Clicking the Project Number link for any of these items will open it in the Review module for you to manage or edit. 

The Review module lets you quickly filter to safety-related data. Simply open the module and select Safety. From here, you can view the safety records of individual projects - and add, edit, or delete records as needed.

Note: Your firm can choose to create safety-specific projects to roll up all safety data into. This makes it easy for Safety Program Managers to review, analyze, and report on safety records within a single or small group of projects.

Safety in Admin

The Admin module has a dedicated area for Safety, including several sub-pages: 

• Forms: Create new safety forms and groups for use across MetaField. You can also use this area to edit or delete existing safety forms. 
• Search / Results Display: Manage area fields related to safety. This lets you adjust how system searches, filters, and results tables behave.  
• Safety Administration: Manage safety records tied to each project.

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Creating Safety Forms

1. Navigate to Admin → Safety → Forms 
2. Press Add Safety Form 
3. Add the form details and press Save

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Referencing Another Project

In Safety, users may log data to a safety project while still referencing the job they worked on. In Form Designer, you can add a project picklist to capture this information.

Safety in Extracts (Utilities) 

The Utilities module includes a Safety Data Extract button, allowing you to view data and export .CSV files for safety analysis.

User & Project Access 

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User Access
MetaField users can access Safety at no additional cost. Non-MetaField users can also use Safety at a reduced fee!  
 
To qualify for this reduced fee, users must be assigned only to Field → Safety, either through the pre-defined “Safety Program” role or a custom role you create. Roles can be managed and created in Admin > Security > Roles. 
 
Please consult your Solutions Consultant for more details.
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Project Access
From the Projects module, you can set project security specs to protect sensitive data (Projects > Specifications > Project Security). 
 
For example, you can use the Project Security tab to set a project as “Confidential” while allowing data entry. With this setup, users will only be able to view the data they submit. You can also grant full data access for specific users only, like HR or your Safety Program Manager.

Want to keep learning?

Click here for more how-to articles and MetaField guides. You can also access in-app guidance using the Help Desk!