The key features described in this section reflect the functions and activities available to the Company Admin. For other workers, their view of the Desktop will vary depending on the role assigned to them in the system. It’s recommended for the other roles to use Salus Mobile to perform their activities while on site. To familiarize yourself with the functions available on Salus Mobile, see Salus Mobile – Key features.
Dashboard views
Dashboards provide a dedicated overview of your data, which is rolled up and summarized. There are three types of dashboards available:
- Company dashboard
Provides a live overview of your company with all sites included. For more information, see Dashboards. - Site dashboard
Provides a live overview of site specific information. For more information, see Sites. - Subcontractor dashboard
Provides a live overview of subcontractor specific information. For more information, see Subcontractors.
Digital forms
Digital forms can be created on the Salus Desktop and used on a repeating basis by workers. All forms on the company’s platform can be accessed by:
- Workers directly finding the relevant form and completing it with a signature
- Having the form completed by a central person, which is:
- Shared to other workers electronically through the platform so they can access it on their personal device to sign; or
- Passed to other workers on the same device to sign under their identified profiles.
Once complete, forms are filed automatically under each worker profile (and linked to a site if relevant), with the original form available to be used in the future.
Example of typical forms include:
- Daily hazard assessment
- Site hazard report
- Covid self assessment
For more information, see Forms.
Site management
Sites are a structure used on the platform to manage information in different groups. You can set up sites as separate areas to categorize your documents and forms (even though they all link back to a central location). Sites allow you to view all of the documents and forms which have been completed for a site in one centralized place. This data also rolls up onto a site dashboard that provides an overview of the site’s statistics and updates in real time.
Sites can be set up in whatever way works for you. They can be physical locations or conceptual categories to help organize your company’s structure. For example, sites can be set up to represent:
- A project location
- An office location
- A team
- A sales function
- An operations function
For more information, see Sites.
Worker paperwork management
Salus Desktop allows you to manage the documents and forms for your workers in a central location. All workers are set up with their own profile on the platform to view and sign documents, and fill in forms. Their completed paperwork is filed in the platform against their assigned site and their worker profile.
You can set up workers to:
- Access the platform on their personal device; or
- Create a placeholder/temporary worker profile to store their data (i.e. workers do not access the platform, but a profile is set up to save the data which reflects their activities).
For more information, see Workers.
Subcontractor management
The subcontractors of a company can be invited to use Salus as their tool to manage workers and paperwork in the same way as you do. Once your subcontractor has been invited and gets started on the platform, you’ll be able to see summarized data for each of them and access their completed documents and forms for specific sites which you manage.
For more information, see Subcontractors.
Digital documents
Documents are uploaded PDFs, image files or video files, that can be made available to workers for them to view and/or sign. Once signed, the document is filed under a worker’s profile (and linked to a site if relevant), while the source document is kept in its original condition to be accessed by other workers in the future.
Examples of typical documents include:
- Safe work procedures
- Policies and procedures
- Worker attestations
For more information, see Documents.
Certificate management
Salus Desktop has a central area for you to view, upload and manage worker certificates for your company. This allows you to keep track of certificate expirations and manage worker compliance against certificate requirements. As the Company Admin, you’re able to perform these tasks on behalf of a worker, with workers also being able to upload their own certificates to the platform via Salus Mobile.
For more information, see Certificates.
Actions
Action items are created and assigned when workers fill out their forms or send a stand alone action item from the inbox. The details are collated in a central area for tracking purposes with all entries kept for the length of a project. The Actions feature allows you to stay on top of outstanding items for follow-up.
For more information, see Actions.
Asset management
The Asset management feature uses digitized forms related to assets and fleet vehicles to track and manage them. Maintenance requirements and upcoming reminders help with managing your inventory.
Typical documents and forms include:
- Pre and post-trip inspections
- Damage/maintenance
- Value depreciation
For more information, see Assets.
Compliance
Salus Desktop has capabilities for you to create compliance parameters to measure how you’re tracking against your goals by using data on the Salus platform. This allows you to compare your current results against your targets over a set period of time. Compliance modules can be set up by a Company Admin and can be customized to track a site, individual users and individual items on the platform.
For more information, see Compliance.
Incident management
Use Salus Desktop to create and track incidents on a work site. This allows a Company Admin to leverage data on the platform to provide information about the incident. For example, tagging the incident with identifying information on the Salus Platform – such as relevant documents and forms that may help future investigations, or connecting the incident to the workers and subcontractors involved.
The Incident management feature has fields designed for tracking and remediation activities to keep a detailed record of the incident, future actions and outcomes.
For more information, see Incidents.
QR Codes
QR Codes offer a convenient solution for granting your on-site workers seamless access to vital components of the Salus platform. By generating a QR Code and distributing it in the field, you can significantly enhance your Salus workflows and encourage increased utilization among your field workers.
QR codes in SALUS are easy to create and can include the following 5 SALUS objects/options;
- Check In
- Assets
- Forms
- Documents
- URL’s/Web Links
For more information, see QR Codes