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The Guidelines and SafetyWallet

Guidelines To Strategise

How do I fix my findings, using my SafetyWallet dashboard and how does the guidelines section help me?

Before we go further to explaining this, you first have a choice to make; will you take action yourself to fix your findings? Or, do you want assistance fixing these findings? The choice is yours! Either way, the Guidelines Section of your SafetyWallet will help you!While you think about that, let's look more closely at the Guidelines section to understand it better; next to each findin View Full Answer

Using the Guidelines in SafetyWallet

Guidelines To Strategise

So, if I need your help to fix my findings, how would the guidelines section on my SafetyWallet dashboard help me?

No problems, we've got your back here! You want to fix things and improve your health and safety and we want to help you! Don't worry, even though we may help you, you will still get your reward increases; they are based on your compliance rating, not on who does the work. So, breathe easy, help is only a click away (almost)! Let's see how the Guidelines Section is View Full Answer

Guidelines To Strategise

So, if I wanted to fix my findings myself, how would the guidelines section on my SafetyWallet dashboard help me?

So, you're going to fix some findings yourself, that's awesome! We want you to get 'hands-on' and fix things yourself. That way all we have to do is reward you for your efforts. The rest takes care of itself then, cool!When you do the work yourself, the way you use the Guidelines section changes; all the costing fields can be ignored, as you do not need these. You View Full Answer

Guidelines To Strategise

I've just opened my SafetyWallet Dashboard page and when I scroll down to my Summary section, I see there are lines displayed already, even though I've chosen nothing. Why is this?

Oh, yes, don't worry, it's an easy mistake to make! What's happened is that you've not deselected options you will have selected when you previously opened your Dashboard. It's important to remember that whenever you select items in your Dashboard, such as findings you want to fix, if you do nothing to action them, you need to deselect them. SafetyWallet does not automatically deselect View Full Answer

Costing Fields in SafetyWallet

Guidelines To Strategise

How do the quantity and costing fields work on my SafetyWallet dashboard?

Okay, so immediately next to the section title is a quantity field, defaulted to a unit. Next to this field is the unit cost field, displaying the cost of that single unit. This is designed like this because often (not always), there is more than one unit required to resolve a finding.For example, a common fix for resolving risk assessment findings is the addition of tasks to View Full Answer

Action Buttons in SafetyWallet

Guidelines To Strategise

How do the Order and Verify action buttons work in the guidelines section on my SafetyWallet dashboard?

To explain how these two buttons work best, have you decided on an answer to my question earlier? Will you take action yourself to fix your findings? Or, do you want assistance fixing these findings?When you take action yourself to fix your findings, you would use the 'Verify' button in the Guidelines section. This lets us know you want help confirming your work has been done View Full Answer

Guidelines To Strategise

What happens when I click on the ‘Order’ action button in the guidelines section on my SafetyWallet dashboard?

Ahh, so you want to place an order then! Okay, let's see what happens when you click on the 'Order' button. Well, there are a couple of things which happen when you do this; firstly, the Order button changes colour to green, indicating you have selected it and secondly, the Summary section will change and show the lines you have selected: View Full Answer

Guidelines To Strategise

What happens when I click on the ‘Quote’ action button in the guidelines section on my SafetyWallet dashboard?

Ahh, so you want to some help but there's no costing showing and you need to know what the cost will be! Okay, let's see what happens when you click on the 'Quote' button. Well, there are a couple of things which happen when you do this; firstly, the Quote button changes colour to green, indicating you have selected it; secondly, the Summary section will change and show the lines you ha View Full Answer

Guidelines To Strategise

What happens when I click on the ‘Verify’ action button in the guidelines section on my SafetyWallet dashboard?

Ahh, so you've sorted out dome of your findings and now want to have them verified and removed. That's awesome! Okay, let's see what happens when you click on the 'Verify' button. Well, there are a couple of things which happen when you do this; firstly, the Verify button changes colour to green, indicating you have selected it; secondly, the Summary section will change and show the lin View Full Answer

Guidelines To Strategise

In the guidelines section on my SafetyWallet dashboard, why do some of the lines only allow you to place an order while others only allow you to request a quote?

That's a very important question you've asked! You are quite correct though; some lines do show only an order button while others only show a quote button. There is an important reason for this, lines which have been costed, allow you to place an order. This is because they are simpler to cost. However, some lines are not so easy to cost, so instead, you need to request a quote so we ca View Full Answer