How to use the Health & Safety hub
Selecting Health & Safety in the sidebar opens a hub: reports, documents, audit templates and audits, everything the compliance team tracks across live projects, on one page.
- Where it lives
- Health & Safety in the sidebar.
- Two tabs
- Overview and Near miss analysis.
- What changes it
- The Date range selector.
- What you see
- Only the modules and actions your permissions allow.
Before you start
The hub pulls together records that already exist in Sync. To get the most from it:
- You have access to Health & Safety.
- H&S reports are logged against your projects.
- At least one audit template is published, to schedule audits.
- Linked portals are set up, for the time on site charts.
Open the hub
Select Health & Safety in the sidebar.
Create and manage H&S reports, start investigations, log findings and track follow-up actions.
9 open ›Store H&S documents, create categories, upload files and share access using QR codes.
3 categories ›Template management for creating and managing Health & Safety audits.
4 published ›Schedule audits for completion, track audit status and review completed audits.
7 open ›Set the date range
Use Date range at the top right: Today, Last 7 days, Last 30 days (the default), This month, Year to date or Last 12 months. The figures, recent reports and charts all follow it.
Use quick actions
Start a new health and safety report.
Opens the report form set to near miss.
Only shows once at least one audit template is published.
Opens the audit corrective actions.
Read the key figures
Four tiles show Total Near Misses (all near miss reports in range), Open Near Misses (status open), Total Audits (created in range) and Open Audits (not in a closed status). Select a tile to see the list behind it.
Go to a module
Create and manage H&S reports, investigations, findings and follow-up actions. Shows the open count.
H&S documents, categories, uploads and QR sharing. Shows the category count.
Create and manage audit templates. Shows the published count.
Schedule, track and review audits. Shows the open count.
Act on what needs attention
The Needs attention panel has three tabs, each with a count:
- Overdue audits: past their deadline, with reference, due date and auditor.
- Open near misses: open, with no investigation yet.
- Recent reports: the latest reports in the date range.
Select an item to open it, or the "View all" link at the bottom.
Near miss analysis
Switch to Near miss analysis for charts: Near Miss Status, Near Misses by Project (top 10) and Near Misses by Month. With linked portals you also get Time on Site vs Near Miss Count, and Near Miss Density by Project (per 1,000 hours, for the top 15 projects with 50+ hours). Select a chart segment to drill in.
What you see depends on permissions
Each module, quick action and Needs attention tab only appears if you can use it. Users who can only see their own reports see only their own in the counts and lists.
Next: managing H&S documentsWhat you can and cannot do
- Start a report, near miss or audit in one click.
- Filter every figure by date range.
- Jump straight to overdue audits and uninvestigated near misses.
- Schedule an audit until a template is published.
- See the time on site charts without linked portals.
- See other people's reports if you only have access to your own.
Common issues
No audit template has been published yet, or you do not have permission to create audits.
You do not have permission for it. Ask your Sync administrator.
Check the date range at the top right.
Summary
To use the Health & Safety hub in Sync:
- 1Select Health & Safety in the sidebar.
- 2Set the date range.
- 3Start work from the quick actions.
- 4Check the key figures and Needs attention.
- 5Open a module, or Near miss analysis.
Start each day on the hub and the overdue audits and open near misses come to you.