Welcome to ForTheRecord.pro

To get you and your crew up and running, here’s how ForTheRecord is organised, plus our recommendation for the best sequence to set up your system. 

Typing is faster on a real keyboard than a phone so you’ll find it easier to enter bulk information into the app from a PC, laptop or tablet.

Once you’ve done the setup you need, using ForTheRecord.pro on a phone is a breeze.

 

ForTheRecord is arranged in two sections … INFO, and TASKS (Actions).

INFO is where you do your setup, that can include …

  • Customers
  • Sites (customers can have more than one site)
  • Staff (they’ll be sent an email invitation to join the app)
  • add (common) Hazards and Hazardous Substances to your Libraries
  • Staff Training topics
  • Site Safety Plans
  • JSAs / Job Safety Analysis’
  • configure Notifications (for incidents)

And, it’s where you can later run Reports.

TASKS is where you record your “activities”:

  • Timesheets
  • Photos and Notes
  • Induction Meetings
  • Incident records
  • Safety Minutes
  • Staff training

A common workflow to set up and start using the platform is …

  1. Add Customers (if you’re using ForTheRecord internally then setup your own organisation as a “customer”) 
  2. Add Site(s), linked to Customer(s)
  3. Start creating a library of Hazards and Hazardous Substances that you’d commonly encounter.
  4. Update your Sites with their Hazards and Hazardous Substances from your libraries.
  5. Add Staff (including your subcontractors if you wish) and invite them to become Users of the system. You can also add staff that won’t be using the system themselves. 

Now you’re ready to get into action recording TASKS such as Timesheets, Inductions, Incidents (accidents), etc.

You can also run reports of Inductions, Safety Meetings, Incidents, Staff Activities, and Timesheets. Reports are generated and downloaded as .csv files that you can then open in Excel and format as you wish. If you want help with formatting reports just ask and we can help for a small charge.

And you may also want to … 

  • upload your (own company’s) Safety Policy or Policies, that you can then email from the app to anyone on request
  • make some Site Specific Safety Plans
  • conduct and record the minutes of a general Safety Meeting … (including a record of who was at the meeting)
  • prepare JSAs (Job Safety Analysis)
  • setup some Staff Training Topics and then record which Staff have had those Trainings

And, please ask us questions and give us feedback, we’re here to help.
Tell us what you like, anything you don’t, and what could be improved.
The only dumb questions are the ones you wanted to ask but didn’t.