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PureSafety Online Help
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About
PureSafety
by
UL EHS Sustainability
Language and Internationalization Features
Security Best Practices
UL EHS Sustainability
Contact Information
Verify Minimum System Requirements
Training Videos
Getting Started
Sign In
Your Home Page
Tab Links and the Control Panel
Use the Search Feature
Configure User Settings
Recover Your Forgotten Password
Review the Password Policy
Review the Language Preferences
Sign Out
Trainee: What Can I Do?
Configure User Settings
Take Your Assigned Training
View Your Training Assignments
Complete Your Training Assignments
Stop a Training and Finish It Later
Watch Presentations
Use Control Buttons
Bookmark a Presentation
Return to a Presentation You Have Bookmarked
Enroll in voice verification system and verify identity
Request Excuse or Request to Be Marked Complete
Review Past Training
Reprint Diplomas
Assign Training to Yourself
Review Your Certifications
Review OSHA Training Restrictions
Manage Your Messages
Administrator: What Can I Do?
Configure System Settings
System setup
Health and safety message setup
Company support information setup
Default security roles for new employees setup
Default and supported language setup
Password settings setup
Change All or Multiple Users' Passwords at the Same Time
Date and time format setup
Color scheme and logo setup
General system setup
Training setup
Offline training instructors and classrooms setup
Import Pending Assignment Processing setup
Assignment and series recurrence setup
Training options setup
Diplomas setup
IMS setup
Required fields on Injury Short Form setup
Sharps/BFE injury follow-up message setup
Configuring Risk Assessment Labels and Descriptions
Email notifications setup
Manage Training Library
Preview Training Units
View Properties of Training Units
Add Translations for Training Title and Description
Assign Training Units to Users
Hide Training
Hide a Single Training Unit or Training Set
Hide Training Units in a Training Set
View Hidden Training
Have Managers Review Training Before Completion
Workflow 1 - Non-PureSafety Users
Workflow 2 - Puresafety Users
Export Trainee Survey and Test Answers
Organize Training Units
Create a Lesson, Course, or Curriculum
Edit a Lesson, Course, or Curriculum
Delete a Lesson, Course, or Curriculum
Create and Edit Training
Create and Edit Presentations
Create and Edit Tests
Create Surveys
Create Standard Operating Procedure (SOP) checklists using tests or surveys
Create Training Assessments
Create and Edit Rich-Text Documents
Copy Training Units
Reference External Resources
Create and Edit a File
Create and Edit Website Training
Upload and Edit Third-Party Training
Create and Edit Offline Training
Associate Documents With Offline Training
Create and Edit Category Tags
Create and Edit Category Tags
Add Category Tags to Training
Delete Category Tags
About Category Tags
Delete Training
Delete Training Units from the Training Library
Delete Training Units from the Training Details Screen
Manage Assignments
Create Assignments
Create Training Assignments
Create One-Time Assignments
Create One-Time Series
Create Recurring Assignments
Create Recurring Series
Create Certifications
Edit Assignments
Edit Assignments
Edit One-Time Assignments
Edit One-Time Series
Edit Recurring Assignments
Edit Recurring Series
Edit Certifications
Managing Assignments
Assignment Management Screen
Review All Training Assignments Options
Review All Training Assignments
Review All Tasks Assigned to Employees
Review Pending Assignments
Remove Trainee from an Assignment
Stop All Future Recurrences of an Assignment
View Assignment Details
View Assignment Detail View
View Assignment Detail View Options
Create and Manage Offline Training Assignments
Create Offline Training
Edit Offline Training
Register Users for Offline Training
Sending Messages About Offline Training
Manage Offline Training
Associate Documents With Offline Training
Manage Offline Training Instructors and Classrooms
Create And Manage Offline Training Events
Delete Assignments
Print a Diploma from an Assignment
Print a Diploma from the Trainee's Record
Excusing and marking complete training
Excuse Training
Mark Training Complete Without Request
Manage Approval Requests
Approve or Deny a Single Request
Approve or Deny Multiple Requests
Create and Manage Offline Tasks
Create an Offline Task
Have Managers Review Training Before Completion
Workflow 1 - Non-PureSafety Users
Workflow 2 - Puresafety Users
Manage Organization and Users
People Filtering
Set Up Your Organization's Hierarchy
Review Organization Hierarchy Examples
View Employee Audit
About the Organization Directory
Manage Employees
Create Employees
Edit Employees
Delete Employees
Forget User
View an Employee's Organization Units and Groups
View an Employee's Active Assignments
Associate Unassociated Employees
Move Employees From One Group to Another
Move Employees from One Organization Unit to Another
Reactivate an Inactive Employee
View Employee Audit
Manage Organization Units
Create Organization Units
Add Employees to Organization Units
Edit Organization Units
Delete Organization Units
Maintain Organization Unit Administrators
Manage Groups
Create Groups
Add Employees to a Group
Edit Groups
Remove an Organization Unit or Employee From a Group
Delete Groups
Examples of Maintaining Groups
Create Users from Employees
Use Locations
Create Location Records
Train Employees to Identify Locations in Observations
Restrict Supervisors' Access by Location
Manage User Security Role and Permissions
Maintaining Security Roles
Create Custom Security Roles
Copy an Existing Security Role
Assign a Security Role to an Employee
Edit Security Roles
Delete Security Roles
Default security roles for new employees setup
Configure an Organization Unit Administrator's Access
Review Standard Security Roles and Permissions
Review PureSafety Permissions
Review
IMS
Permissions
Review
CCS
Permissions
PureSafety
Security Roles
Trainee Security Role
Training Administrator Security Role
System Administrator Security Role
Organization Unit Training Administrator Security Role
Organization Unit Administrator Security Role
Group Administrator Security Role
Manage All Groups Security Role
IMS
Security Roles
IMS
Worker
IMS
Operator
IMS Administrator
IMS Injury Administrator
IMS Security FAQ
Importing
Methods for Transferring External Data into
PureSafety
Import
Setting Up an Import
Preparing for an Import
Download Import File Templates
Create Imports
Import Data Exported from
PureSafety
Importing Data into
PureSafety
Check for Import Errors
Import Error Codes
Using the
Employee Web Services
Identify Data Transmitted Through the
Employee Web Services
Prepare to Use the
Employee Web Services
Generate the Web Service Stub and Place in Client Application
Develop Your Client Application
Test the
Employee Web Services
in a Test Environment
Enable the
Employee Web Services
in Your Production Environment
List of
Employee Web Services
Calls
Details of
Employee Web Services
Calls
ActivateUser
AddAddress
AddEmailAddress
AddPhone
CreateEmployee
CreateEmployeeDetails
CreateEmployeeWithUser
CreateUserForEmployee
DeActivateUser
DeleteEmployee
UpdateEmployee
UpsertEmployee
Authentication Fields Used by the
Employee Web Services
Fields Updated by the
Employee Web Services
Country Codes
A-C
D-F
G-I
J-L
M-R
S-Z
Employee Web Services
Error Messages
Administrative Reference
Review Client Settings
AlwaysGetNewestTrainingVersion Setting
CanEditAssignmentStartOrEndDate Setting
CanUsePureSafetyWebService Setting
ClientDisplayName Setting
ClientFutureTrainingInDays Setting
ClientName Setting
DiplomaTemplate Setting
EnableMessagePermission Setting
FutureTrainingNotification Settinig
LogoutUrl Setting
MaxDaysToCompleteOptionalAssignment Setting
NotificationEmailAlert Setting
NumberOfDaysBeforeDueDate Setting
ReceiveNotifications Setting
SupportEmail Setting
SupportPhone Setting
SupportSiteUrl Setting
Email Notification Templates
Assignment Email Notification Templates
New Assignment Notification Template
Completed Assignment Notification Template
New OSHA Assignment Notification Template
Pending OSHA Assignment Notification Template
OSHA Minimum Time Not Met Notification Template
Assignments Have Been Updated Notification Template
Removed Assignment Notification Template
Deleted Assignment Notification Template
Excused Assignments Notification Template
Marked Completed Assignments Notification Template
Overdue Assignment Notification Template
Pending Overdue Assignment Notification Template
Trainee Registered/Unregistered Notification Template
Upcoming Training Notification Template
Import Email Notification Templates
Cancelled Import Notification Template
Completed Import Notification Template
Failed Import Notification Template
Import Pending Approval Notification Template
User Account Email Notification Templates
New User Creation Notification Template
Account Created Notification Template
Notification Email Alert Notification Template
Password Changed Notification Template
User Activated Notification Template
IMS
Email Notification Templates
Event Assigned Notification Template
Injury Created Notification Template
Incident Entered Urgent Notification Template
Incident Entered With Loss Notification Template
Task Assigned Notification Template
Task Overdue Notification Template
PureSafety Email Notifications Schedule
Troubleshoot Connection Errors
Reporting
Reports
Review Available Reports
Administrative Reports
Assignment History Report
Assignments Audit Report
Completion Status Report
Compliance Matrix
Executive Training Summary Report
Historical Data Report
Import Template Export Report
Library Data Export Report
System Usage Summary Report
Training Usage Summary Report
Usage Details Report
IMS Reports
Causal Factors
Classification Listings
Corrective Actions
Employees on LWD
Employees Submitting
Event Counts
Events Listing
Incidence Rates
Injuries Accruing Lost or Restricted Work Days
Injury Listing
Injury Trends
Observation Counts
Open Events
Open Investigations
Open Submissions Marked Urgent
Overdue Investigation Tasks
Task Listing
Safety Scorecard Report
Follow-Up
Report Sections
Report Legend
Headline
Governance Overview Section
Risk Assessment Section
Activity Metrics Section
Time Efficiency Section
Loss Statistics Section
Culture Indicators Section
Top 5 Nature of Injuries Section
Top 5 Primary Causal Factors Section
Safety Scorecard (Trends and Graphs) report
Overall Metrics
TRIR Comparison
TRIR: Rolling Rate
Why is value in the TRIR Rolling section on the Safety Scorecard report highlighted in red?
Submission Metrics
Submission Counts
Submissions Entered
IMS Report FAQ
OSHA Reports
OSHA 300
OSHA 300A
OSHA 301
People Reports
Certifications Reports
Employee Details Report
Employee Transcript Report
Hours Assigned Report
Organization Unit Group Details Report
People Assignments Report
People at a Glance Report
People Summary Report
Unassigned Trainees Report
User Account Information Report
Training Reports
Assignment at a Glance Report
Assignments Completed Under Minimum Time Report
For Continuing Education Units (CEU) Credit Report
Offline Training Detail Report
Offline Training Manifest Report
Question at a Glance Report
Tests Completed Under Minimum Time Report
Test Scores Report
Test Summary Report
Top Training Titles Report
Training Assignments Report
Training at a Glance Report
Training Data for Export Report
Training Details Report
Training Status Details Report
Trainee Survey and Test Answers Export Report
Report Parameters Catalog
Review Report Parameters
Working With Reports
Run a Report
View Last Run Report
Add to My Reports
Schedule a Report
Copy a Report
Export a Report
Use Drill-Down and Drill-Through Features
Reports FAQs
Incident Management System (IMS)
About the Incident Management System (IMS) Module
Frequently Asked Questions (FAQ)
IMS FAQs
Language/Translation FAQ
IMS Worker/Task Assignees: What Can I Do?
Report an Observation, Near Miss, or Loss
Self-Report an Injury
Complete Tasks
View Your Assigned Tasks
Complete Assigned Tasks
Report an Injury From a Task
Report an Injury Using the Submit a Supervisor Report Link on the Home Page
Injury
Investigate an Incident Report
Verify That a Task Has Been Completed
View Incidents You Have Submitted
Request Excuse from a Task
Change Your Personal Email Notification Settings
IMS Operator: What Can I Do?
Manage Incident Reports
Review Incident Reports
Edit an Incident Report
Link Incident Reports to Other Records
Archive Incident Reports
Unarchive an Incident Report
Report an Observation, Near Miss, or Loss
Submit a Supervisor's Report About an Incident
Scenarios
Observation with no Losses
Near Miss
Loss
Create and Manage Events
Create an Event from an Incident Report
Create an Event from the Events Screen
Create an Event from a Supervisor Report
Review Events List
Edit an Event
Print an Event
Investigate an Event
Assign Corrective Actions
Audit Actions in an Event
Complete an Event
Create an Incident Flash
Delete an Event
Merge Events
Manage Tasks
Create a One-Time Task
Assign a Single Task to Multiple Employees
Create, Assign, or Edit a Recurring Task
Assign a Form to an Investigation Task
Create and Edit Defined Submission Forms
Defined Submissions Screen
Managing Defined Submission Forms
Create an Injury Record From a Task
Investigate an Incident Report
View the History of a Task
Verify That a Task Has Been Completed
View All Assigned Tasks
Assign Follow-Up Tasks
Edit a Task
Create and Manage Injury Records
Create an Injury Record
Create an Injury Record from a Supervisor Report on the News Feed
Create an Injury Record From a Task
Create an Injury Record from an Event
Link an Injury to an Event
Edit an Injury Record
Line Out a Recordable Injury
Delete an Injury Record
Run OSHA Reports
Review Injury Records
Add an Injury Log
About Injury Logs
IMS Administrator: What Can I Do?
Manage User Security Roles and Permissions
Submit a Supervisor's Report About an Incident
Manage Total Hours Worked
Manually Enter Total Hours Worked for Each Location
Import Total Hours Worked for Each Location
Manage Incidence Rate Corporate Goal for Each Location
Run OSHA Reports
Configure IMS Settings
Required fields on Injury Short Form setup
Sharps/BFE injury follow-up message setup
Configuring Risk Assessment Labels and Descriptions
Create Custom IMS Forms and Fields
Create a Custom Investigation Form
Creating Custom Values for Cause of Injury, Body Part, and Nature of Injury
Creating Custom Classifications
Creating Custom Fields for Incident Reports and Events
Custom Field Types
Custom Field Options After a Field is Added
Import Answers for Custom Field Lookups
Managing Translation for Custom Table Values
Creating Custom Causal Factors Values
Configuring Risk Assessment Labels and Descriptions
Set Up Custom Field Values for Sharps and Body Fluid Exposure Injury Reporting
Change Global Email Notification Settings
IMS Reference
IMS
Features
IMS
Users
IMS Scenario
IMS
Control Center
News Feed Screen
Events Screen
Tasks Screen
Injuries Screen
Notification Settings Screen
IMS
Records
Incident Report
Event
Supervisor Report
Task
Investigation Forms
Injury
Privacy Cases in IMS
Incident Flashes
Notification and Update Template
Post Mortem and Conclusion Template
Scenario-based Learning Template
IMS Workflows
Introduction
Sign In to the Incident Management System (IMS)
Employee: Report an Incident
Supervisor: Report an Incident
Review an Incident
Incident Requires No Investigation
Assign a Task
Assign Training Directly
Assign Training Task
Incident Requires Investigation
Create an Event
Report Losses
Assign Investigation
Add Causal Factors
Assign Corrective Actions
Assign Training Directly
Assign Training Task
Conclude and Resolve the Event
Content Creation System (CCS)
Using the Content Creation System (CCS)
Getting Started
Allow Users to Access the CCS
Review CCS Elements and Terminology
Learn How to Create Presentations
Modify Library Courses
Use Keyboard Shortcuts in the CCS
Frequently Asked Questions
General FAQs
Management FAQs
Training FAQs
Troubleshooting FAQs
Creating and Opening Presentations
Open a Presentation
Create a New Presentation
Copy a Presentation
Edit a Presentation
Preview a Presentation
Save a Recorded Session
Import a PS4 Package
Creating and Organizing Slides
Create a Slide
Create Section Slides
Reorganize Slides
Rename Slides
View Slides
Delete Slides
Undo Slide Actions
Redo Slide Actions
Configure the Table of Contents
Table of Content Options
Creating and Editing Slides
About the Slide Editor
Slide Editor Overview
Slide Containers
Creating and Editing Content Slides
Review Content Slide Templates
Add Content Slides
Add Text to Slides
Insert Images in Slides
Add Multimedia to Slides
Add Sound to Slides
Insert Pauses Between Assets
Undo the Last Action
Redo the Last Action
Delete Assets on a Slide
Preview a Slide
Edit a Slide While Previewing
Reposition the Slide for Previewing
Adjust the Magnification for Previewing
Creating and Editing Click-the-Image Slides
Review Click-the-Image Slide-Templates
Adding Click-the-Image Slides
Create a Slide
Add a Question
Add an Image (Possible Answer)
Add More Images (Possible Answers)
Add More Questions
Add More Answers (Images)
Add Instructions
Reorder Questions
Define Advanced Feedback
Arrange Images on Slides
Preview Click-the-Image Slides
Creating and Edit Drag-and-Drop Slides
Review Drag-and-Drop Slide Templates
Adding Drag-and-Drop Slides
Create a Slide
Add Instructions
Configure Drop Boxes (Questions)
Configure Drag Boxes (Possible Answers)
Associate Drop Boxes and Drag Boxes (Questions and Corresponding Answers)
Add Drag Boxes
Box Styles Tab
Feedback Tab
Feedback Styles Tab
Add Drop Boxes
Box Styles Tab
Feedback Tab
Feedback Styles Tab
Edit Drag-and-Drop Instructions
Establish Drag-and-Drop Associations
Reorder Drag-and-Drop Boxes
Remove Drag-and-Drop Boxes
Creating and Editing Fill-in-the-Blank Slides
Review Fill-in-the-Blank Slide Templates
Adding Fill-in-the-Blank Slides
Create a Slide
Add Instructions
Add a Statements and Answer
Add Statements with Correct Answers
Add Incorrect Answer Values
Box Styles Tab
Edit Fill-in-the-Blank Instructions
Establish Fill-in-the-Blank Associations
Reorder Statements and Values
Remove Statements and Values
Creating and Editing Quizzes
Review Quiz Slide Templates
Add Quiz Slides
Add Questions to Quizzes
Create Answers for Questions
Rearrange the Order of Questions
Rearrange the Order of Answers
Defining Slide Settings
Define Click-the-Image Settings
Define Drag-and-Drop Settings
Define Fill-in-the-Blank Slides
Define Quiz Settings
Slide Settings
Introduction Tab
Exit Statement Tab
Layout Tab
Click-the-Image Slides
Drag-and-Drop Slides
Fill-in-the-Blank Slides
Quiz Slides
Graphics Tab
Sounds Tab
Replace Image Files
Replace Sound Files
Maintaining Assets
Review Asset Guidelines
Upload Assets
Preview Assets
Filter the Asset Panel
Delete Assets
Sort Assets by Name
Sort Assets by Type
Download Presentations
Test Tab
Playback Tab
The Health Portal
IMS Injury - OHM Case Integration
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