The safety overview: what needs you, at a glance, and exports
The Overview tab counts the last 30 days, lists what needs you (overdue actions, close-outs to check, incidents to investigate, inspections due, hazards to assess) and downloads every safety register as CSV.
1 min readLast updated
Applies to: Site Safety Records · Admin, Team member
The Overview tab is your safety dashboard for every site you can see. A site manager sees their own sites; anyone who only reports sees their own records.
What it shows
- Incidents · 30 days, with near misses and how many are open. Red when an open incident may be notifiable.
- Corrective actions open, with how many are overdue and how many wait for someone to verify them. Red when any are overdue.
- Inspections · 30 days, with the average score and how many are due.
- With your providers: findings open, overdue and waiting for you to check or decide (when findings are on).
- Hazards open, with how many are high or extreme.
- Toolbox talks · 30 days, with the attendance count.
Needs you
Up to 20 things waiting for you, most urgent first: your overdue and open actions, actions to verify, close-outs to check and disputes to decide, new incidents to investigate, inspections due, hazards to assess and hazards whose review date has passed. Report an incident and Report a hazard are at the top of the page.
How to export the registers
- Step 1: Open Safety (or Safety records), then Overview.
- Step 2: Under Export (CSV), choose Incidents, Corrective actions, Inspections, Hazard register, Toolbox talks or SWMS sign-on.
- Step 3: The file downloads with what you can see. Each list page also has its own CSV link that keeps your filters.