Resource Center
Documentation center for Safety 360 Elite Modules, Downloads & Assets.
Guide to Shared Contractor Inventory
Introduction
This information guide will assist the user with adding and managing shared contractor Inventory on Safety 360 Elite.
To manage shared inventory on the system, the following must be in place:
- Contractor Profile created on Safety 360 Elite.
- User must have Contractor Manager HSE role
- Inventory must be loaded on Safety 360 Elite
Shared Contractor Inventory Management process on Safety 360 Elite comprises of the following steps:
- Navigate to Contractor Profile you want to share employees with
- Share Inventory with access permission
This feature includes data from the following system features:
- Contractors
- Inventory
Shared Contractor Inventory Management process on Safety 360 Elite comprises of the following steps:
Contractors
On your system, navigate to Contractors as shown below
Depending on how you added them, the profile might be under Contractors list or Clients list
Contractor/Client List
From either the Contractors or Clients list, find the connected company you want to share inventory with and open their Dashboard. We will be using Jewel’s Electrical for our demo
You can make use of the search and filters at the top of the page to easily find the connected company you are looking for.
Contractor Dashboard
On the connected company Dashboard your will find Inventory Shared, as shown on the right.
There are 2 registers for you to view shared inventory:
- Inventory I’ve shared with Jewel’s Electrical
- Inventory Jewel’s Electrical have shared with me
This guide will assist with #1, how to share inventory from my company, to another company.
Sharing Inventory
To start sharing Inventory, Open the box that says: “Inventory Shared to X”.
Next Click the Add New Shared Inventory icon show below to start adding shared employees
The next step would be to select the Inventory Item you wish to share, then adding the relevant permission that goes with sharing.
By default, only Inventory Item Details will be shared. This includes Make, Model, Serial Number and Registration (if vehicle):
Sharing Permissions
Assigned Permissions will show on the shared inventory line item show below.
Sharing Inventory
You can add all the inventory that need to be shared with relevant connected company.
To edit permission or remove a shared inventory item, simply click their line item to expand
This will remove the shared employee.
Sharing Process
The following diagram shows the sharing process through the Contractors feature. The focus of this guide is on sharing Inventory.
Conclusion
Shared Contractor Inventory aims to assist system you with managing inventory shared with your connected companies.