Note: Your Access Level may restrict the use of some features.
The 10 Step Implementation Guide needs to be done on Desktop.
- Navigate to Documents > Procedures in the left menu.
- Procedures can be created from a Safe Ag Systems template, or by creating your own.
- To use a template: Navigate to the Template Library tab. On the template, click More options ••• and select Use Template and Customise – this will save the Procedure to the Drafts tab.
- To create your own: Click Build New, and add a title, and click Next. Drag and drop the Editor or PDF option into the window, and create the Procedure. For more information, see Creating a New Procedure.
- To use a template: Navigate to the Template Library tab. On the template, click More options ••• and select Use Template and Customise – this will save the Procedure to the Drafts tab.
- Click the pencil to edit the Procedure. See Editor Formatting for details on the formatting options available.
- Click Preview to review the Procedure before publishing.
- Use the phone, tablet or desktop icons
to see how it'll appear on different screen sizes.
- Use the phone, tablet or desktop icons
- Click Publish and complete the required fields.
- Set access to the Procedure by selecting Access Levels under Who has general access to this document. This will allow users with that Access Levels to see the Procedure, even if it's not assigned.
Tips
Procedures (commonly called Safe Work Procedures or SWP's) are your farm rules around how a machine should be operated or task undertaken. Procedures can be created for individual machines, tools, tasks, etc or for groups of machines - eg. one SWP for all tractors.
As you add Inventory items in Step 4, create Procedures that relate to them. Start by focusing on Procedures for machines or tasks with the greatest risk of causing injury.