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Safety Procedures: Adding, Editing and Deleting Documents on the Web
Safety Procedures: Adding, Editing and Deleting Documents on the Web
Jeanette Wilson avatar
Written by Jeanette Wilson
Updated over 6 months ago

Updated 10/18/2024

  1. Log into iReportSource at https://www.ireportapp.com/login

  2. Access your Home page by choosing a location

  3. Click on Document Repository in the menu to the left and click on Safety Procedures:

4. Here you will see any Safety Procedures that have been shared with your location by the company’s supervisor users and above. You can see items like the title of the Safety Procedure, what type of file attachment it is, the expiration date, and the groups/establishments that have access to view it.


NOTE: These may or may not be organized into a folder structure. If you see folders, you may click on them to view the documents that have been added to just that folder. Clicking on the top level Safety Procedures link shows you all documents.

Adding New Safety Procedures

1. To add a new Safety Procedure document, click the Add Safety Procedure button at the top right corner:

2. Enter the information (fields with a red asterisk * are required) and hit the Submit button:

Editing/Archiving/Deleting Safety Procedures

1. To edit a document, first click on the row it is in:

2. Click Page Actions -> Edit Safety Procedure in the top right corner:

3. Make any desired changes, and click the Save button.

  • If you would like to Archive the Safety Procedure, choose Page Actions -> Archive Safety Procedure.

  • If you would like to Delete the entire document, click Page Actions -> Delete Safety Procedure while in the document and confirm when prompted:

For any questions, please don’t hesitate to contact Customer Success using one of the following methods:

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