Health and Safety
EDGEauditor’s Health and Safety module allows organizations to track staff participation in trainings and safety meetings. Staff members will add their digital signature on the screen upon participating in any meetings or trainings. The Health and Safety module uses both the manager dashboard and app. First, we’ll look at the manager dashboard as you’ll need to setup your staff and training requirements.
Setting Up Staff to Participate in Trainings (Dashboard)
From a desktop computer, login to the manager dashboard at resort.edgeauditor.com.
From the side navigation click on Staff > Job Positions. Then click the green New Job Position button located in the top right-hand corner of the screen. This is the screen where you will create each of the job positions both staff and formal trainings can be attached to.
Next, you need to assign trainings at the department level. This is especially beneficial if you have a training type required of multiple departments. For example, a training type of First Aid Basics is required for departments Patrol, Ski School, Parks and Mountain Operations. From the side navigation click on Staff > Departments. Then click the green New Department button located in the top right-hand corner of the screen. This is where you will create each department a training and staff member can be assigned to.
Once all your job positions and departments are created, navigate to Health & Safety > Training Types. Then click the green New Training Type button located in the top right-hand corner of the screen. This is where you will create the trainings required of each job position and department.
On the screen where you add your training type you will see the following options (please see screenshot on next page):
Training Type Name > name for the training (e.g., First Aid Basics)
Number of Days Valid > if you input value of “0” then the training will never expire.
Available Job Positions > use the arrows provided to bring over/remove job positions that each training is attached to.
Available Departments > use the arrows provided to bring over/remove departments that each training is attached to.
Once you’ve completed the above, click the Create Training Requirement button.
Repeat the above steps for each training type to be created.
The reason training types are attached to both job positions and departments is to allow for greater flexibility within the training module. There may be situations where not all staff within the same department are required to undergo the same training. For example, volunteer patrollers don’t need to participate in AST 1 or AST 2 trainings as part of their job requirements, but they are still part of the patrol department as they share other training requirements with paid patrollers (e.g., standard first aid, outdoor emergency care, etc.). This will ensure staff tied to that department don’t show an incorrect flag of “non-complaint” for training types not assigned to them.
Once all the training types are created click on Staff > Manage Staff from the side navigation and click on the pencil icon to edit an existing staff member or click on the green New Staff button to setup a new staff member. This is where you will attach a staff member to one or more job positions and a department (see screenshot on next page).
First name, last name and staff number are all mandatory fields.
Type is an optional field and the list of options to choose from are static:
Patrol > Selecting this option will ensure the staff member appears on the dispatch console and incident report for selection.
Rental Staff > Selecting this option will ensure the tech is available on the app to rent/return equipment.
All other staff types chosen will allow the staff member to appear in a drop-down list for custom reports or added to a non-medical type dispatch event. If no staff type is chosen, the individual can still be assigned to any non-medical type dispatch event.
Job position is not mandatory. However, if a job position is not assigned then you will not be able to track the staff member’s compliance for trainings.
Choosing the department a staff member belongs to is required for training purposes. Unlike job positions, a staff member can only belong to one department.
Now that staff are attached to job positions and departments that have training requirements you can monitor the staff member’s compliance with those trainings. Next, you’ll use the app to complete formal trainings for staff.