Safety Deficiency Report Recipients
Adding Recipients
User can add existing users and/or contacts as recipients for an SDR. To do so:
Navigate to the SDR’s “Recipients” section in Detail View.
Click the “+” button.
Select one or more recipients to be added.
Click “Add” button.
Recipients who have already been added to the SDR won’t be shown in the selection screen.
Adding Contact Group(s)
Navigate to the SDR’s “Recipients” section in Detail View.
Click the “+ Contact Group” button.
Select one or more Groups to be added.
Click “Add” button.
Deleting Recipients
To delete a recipient:
Click the checkbox next to the user ID.
Click “Delete” in the recipients toolbar.
Deleting a recipient will only remove them from that specific SDR’s recipient list, not from the user or contact list.
Sending Report
User can send a report to one or more users on the recipient list, to do so:
Click the checkbox next to their ID.
Click the “Send Report” button in the Recipients toolbar.
The selected recipients will receive a PDF file via the e-mail they registered with.
The PDF will contain all the fields of the SDR, a list of the added recipients, any comments added, and details of the files that were uploaded.