Edit Settings

A guide to options available under Edit settings

Menu > Administration>  Edit Settings

1. Emails

Options available under Email settings

Email Template set up

Custom email templates can be set up under the Emails tab. To set up an email template the below fields are required -

Edit Email Template

Field	Description	Examples	Requirement
Type	Email Template Number/ ID	1, 2, 4, 6	Required
To	"To" Address	Variables: User, Inspection Roster, Dep. Roster etc.	Required
From	"From" Address	Variables: Administrator, Support	Required
Body	Body of the Email	Hello Sophie, An inspection has been completed for Josephine Tiller. To view the Inspection Report please go to: Link Thank you, -EHS Team	Required

Email Templates Sample

Admin Email and Support Email

Admin Email and Support Email setup

Field	Description	Examples	Requirement
Admin Email	Emails/notifications are typically sent from a Client Admin Email	[e-mail]	Required
Support Email	Client email address where the users can send their queries/support questions too.	[e-mail]	Required

Filters

You may Filter and search for Emails using the "Type" or "Subject" option.

Filters present under the Emails Tab

You may hit Edit or Add to update the settings for an existing Email Template.

Edit Email Template

2. Site Labels

Customize the color & names for fields/ buttons/ options present across the site. These labels apply changes in many other pages across your site.

Site Labels settings

3. Messages Tab

Options available under Messages Tab

Site Messages	Description	Examples
Home Screen Message	Input the applicable message to display on the Home Screen	This web-based tool enables the Safety Team to seamlessly manage all aspects of safety-related inspections across all of its sites.
Login Instructions	Input the applicable message to display on the Login Screen	Kindly log in with your Email address or Username
Incident Section Submitted Feedback Message	Input the applicable message to display when an Incident is submitted.	Incident Information has been submitted
Template Form Help Message	Input the applicable message to display under Help	If you wish to attach a photo/make a comment for a question (i.e. no action being generated), then use the 'Attach File' button and/or comment box located just below the question.
Invalid SSO Message	Input the applicable message to display when the user is not set up for SSO login	You are not currently authorized as a user of this system.

4. RAD Settings

Options available under RAD

Radiation Safety Module Settings

Radiation Safety Module Settings

Add a description to the emails.

Field	Examples
Radiation Safety Admin Email	[e-mail]
Radiation Waste Management Email	[e-mail]
RAM Waste Disposal Statement	By checking this box, you confirm that you are properly disposing of this radioactive waste and have completed a post-work survey.
RAM Transfer Warning Text	Unable to transfer as Permit limit will be exceeded.

Radiation Safety Module Settings

Field	Input
Show Cancelled/Rejected Waste Pickup Requests?	Yes, No
PO Number required to place an order?	Yes, No
Blanket PO by default?	Yes, No
Show Code on Order Forms?	Yes, No
Show Account Number Field on Orders?	Yes, No
Require Delivery Location Selection on Orders?	Yes, No
Require Manufacturer and Part Number on Order Items?	Yes, No
Enforce permit limits on order submission?	Yes, No
RAM Waste Disposal Statement	Yes, No
Show RAM Transfer?	Yes, No

Radiation Instruments

Adding Radiation Instruments

Radiation Survey Types

Click on Add and select all the applicable Radiation Assets from the dropdown. You can Delete an Asset by clicking on the trash can next to it.

Adding Radiation Survey Types

RAM Physical Forms

Click on Add and select all the applicable Radiation Survey Types from the dropdown. The Asset is set by default to Active and can be marked as Inactive when not used.

Adding RAM Physical Forms

Click on Add New Physical Form and input all the applicable RAM Physical Forms. Choose if the physical form is a Sealed Source. The Physical Form is set by default to Active and can be marked as Inactive when not used.

Permit Special Conditions

Adding Permit Special Conditions

Click on Add New Special Condition to add Permit Special Conditions. The Physical Form is set by default to Active and can be marked as Inactive when not used. For example, All individuals handling Phosphorus-32 must wear a ring dosimeter on the hand most frequently used for handling P-32 containing vials, pipettes, etc.

Radiation Waste Disposal Methods

Radiation Waste Disposal Methods

Field	Description	Examples
Code	Input applicable code for the Waste Disposal Method	CUS
Description	Describe the Waste Disposal Method	Decayed, Disposed of as Regulated Medical Waste
Status	Active/Inactive	Active

Radiation Waste Storage Locations

Click on Add and select all the applicable Radiation Waste Storage Location from the dropdown.

Field	Description	Examples
Location	Input applicable Location for the Waste Storage	CUS
Facility	Input applicable Facility for the Waste Storage	Main Campus
Room	Input applicable Room for the Waste Storage	SS 101
EPA ID Number	Input applicable EPA ID for the Waste Storage	SRE989065

5. Biosafety

Biosafety Settings

Click on Add New BSL and input the below information to create a new Biosafety level.

Field	Description	Examples
Name	Input an applicable name	BLS 1, BLS 2, BLS 3
Priority	Order of the BLS	10, 20, 50, 90
Active	Active/ Inactive	Active

New BSL set up

BLS Sample Table view

6. Chemical Inventory

Kindly contact [e-mail] to help with the Chemical Inventory setup.

7. Waste

Below are some of the settings seen under the Waste tab -

Waste Settings

Field	Examples
Default Lead Time for Waste Pickup (days)	2 days
Allowed Pickup Request Days	Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday
Show Public Containers for RAM Disposal	Yes, No
Show Public Containers for General Disposal	Yes, No
Require Contents for General User (LATCH) Disposal/Pickup Request	Yes, No
Require Contents for Anonymous Disposal/Pickup Request	Yes, No

Additional settings available under Waste

Field	Examples
Desired Pickup Date Label	Requested Pickup Date
Actual Pickup Date Label	Actual Pickup Date
Requested Date Label (Supply Items)	Supply Requested Date
Estimated Delivery Date Label (Supply Items)	Estimated Delivery Date
Actual Delivery Date Label (Supply Items)	Delivery Date
Contact Phone (Waste Pickup Request)	Required, Not Required
Contact Phone (Supply Request)	Required, Not Required

Adding a New Waste Type

To add a new Waste Type click on Add New and input the below information -

Field	Description	Examples
Abbreviation	Provide an abbreviation for the Waste Type	AC
Name	Provide a name for the Waste Type	Animal Carcasses
Require Quantity Field	To require Quantity Field	Yes/No
Require a Form/ Compound Field	To require a Form/ Compound Field	Yes/No
Status	Active/Inactive	Active

Sample Waste Types list

Waste EPA Codes

Field	Description	Examples
Code	Provide the code as applicable	D001
Description	Provide the description as applicable	Ignitability, Corrosivity, Reactivity
CAS Number	Provide the CAS Number	A405-20

Waste DOT Labels

Field	Description	Examples
Label	Provide the Label name as applicable	6.1, 5.0, 4.2
Description	Provide the description as applicable	Flammable Liquid, Corrosive, Radioactive

8. Report Scheduling

Edit Settings --> Report Scheduling

Click on "Add New Report Schedule" to add the Scheduled reports from Summary Reports.

After Clicking on "Add New Report Schedule" a Form will be displayed for reporting the schedule.

Report Schudel Form

Field	Description
Report Type	We need to select which type of Report we are setting up Schedule report (Currently it is for "Summary Reports" by default)
Report Name	We need to select the name of the report on which we are setting up like Inspections, Assessments.
Schedule Interval	We need to set the Interval of the report to be scheduled on a Daily base, Weekly, or Monthly.
Subject	Subject of the Scheduled report
From and To	From and To (Recipient) details need to be added to make this report sent without any errors and it will be easy for the Recipient to identify the sender.
Header and Footer	Here, We add the logo of the site in the Header section and in the Footer section we can add the site info.
Body	We can add information about the report in the body section which will be displayed at the time of opening the mail by the recipient

After Selecting the "Report Name" We need to select what type of data to be added or show in this report.

Select the type of information to be shown in this report (I've chosen the Assessments then I can select Assessment related information to be displayed under the report)

We need to specify the type of assessment data like PI Assessment data, Room Assessment data etc.

Field	Description
Assessment Type	We need to Specify the Assessment type for which we are scheduling the report (PI or Room)
Date Period	By setting the Date Period, the Pi or Rooms data will be limited according to the period of time (Last One Week or Last One Week data)

Here, After selecting the type of assessment and setting the date range then, this report will be pulling up all the data of that range by filtering its assessment type.

After Adding all the data, Click on "Submit" to add the Schedule of the report that the recipient with assessment data for the given date period.

After submitting the Schedule report, you can find the record on the data table

Schedule Report

This is a scheduled report for assessment for Stephane and It will run on Daily bases.

Field	Description
Test	When we click on "Test", then it will send a dummy mail for checking like how it is working
Edit	Here, We can edit the report by changing the Body text, Intervals, etc
Run	This will make the report enable and run as per the Scheduled interval
Log	This provides Info on the changes which we made to the report.
Delete	We can delete the reports

Click on "Log" to view the changes which we made to the report.

When we click on "Run", we can find the Report Email in View Email Log and "Schedule Email Log".

at Schedule Email Log

at View Email Log

When we click on "View" we can find the data of that summary report

Summary Report of Assessment (Pi) for Last One Week