PureSafety Online Help

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  • About PureSafety by UL EHS Sustainability
    • Language and Internationalization Features
    • Security Best Practices
    • UL EHS Sustainability Contact Information
    • Verify Minimum System Requirements
  • Training Videos
  • Getting Started
    • Sign In
      • Your Home Page
        • Tab Links and the Control Panel
        • Use the Search Feature
    • Configure User Settings
    • Recover Your Forgotten Password
      • Review the Password Policy
    • Review the Language Preferences
    • Sign Out
  • Trainee: What Can I Do?
    • Configure User Settings
    • Take Your Assigned Training
      • View Your Training Assignments
      • Complete Your Training Assignments
        • Stop a Training and Finish It Later
      • Watch Presentations
        • Use Control Buttons
        • Bookmark a Presentation
        • Return to a Presentation You Have Bookmarked
      • Enroll in voice verification system and verify identity
      • Request Excuse or Request to Be Marked Complete
      • Review Past Training
      • Reprint Diplomas
      • Assign Training to Yourself
      • Review Your Certifications
      • Review OSHA Training Restrictions
    • Manage Your Messages
  • Administrator: What Can I Do?
    • Configure System Settings
      • System setup
        • Health and safety message setup
        • Company support information setup
        • Default security roles for new employees setup
        • Default and supported language setup
        • Password settings setup
        • Change All or Multiple Users' Passwords at the Same Time
        • Date and time format setup
        • Color scheme and logo setup
        • General system setup
      • Training setup
        • Offline training instructors and classrooms setup
        • Import Pending Assignment Processing setup
        • Assignment and series recurrence setup
        • Training options setup
        • Diplomas setup
      • IMS setup
        • Required fields on Injury Short Form setup
        • Sharps/BFE injury follow-up message setup
        • Configuring Risk Assessment Labels and Descriptions
      • Email notifications setup
    • Manage Training Library
      • Preview Training Units
        • View Properties of Training Units
      • Add Translations for Training Title and Description
      • Assign Training Units to Users
      • Hide Training
        • Hide a Single Training Unit or Training Set
        • Hide Training Units in a Training Set
        • View Hidden Training
      • Have Managers Review Training Before Completion
        • Workflow 1 - Non-PureSafety Users
        • Workflow 2 - Puresafety Users
      • Export Trainee Survey and Test Answers
    • Organize Training Units
      • Create a Lesson, Course, or Curriculum
      • Edit a Lesson, Course, or Curriculum
      • Delete a Lesson, Course, or Curriculum
    • Create and Edit Training
      • Create and Edit Presentations
      • Create and Edit Tests
      • Create Surveys
        • Create Standard Operating Procedure (SOP) checklists using tests or surveys
      • Create Training Assessments
      • Create and Edit Rich-Text Documents
      • Copy Training Units
      • Reference External Resources
        • Create and Edit a File
        • Create and Edit Website Training
        • Upload and Edit Third-Party Training
        • Create and Edit Offline Training
          • Associate Documents With Offline Training
      • Create and Edit Category Tags
        • Create and Edit Category Tags
        • Add Category Tags to Training
        • Delete Category Tags
          • About Category Tags
    • Delete Training
      • Delete Training Units from the Training Library
      • Delete Training Units from the Training Details Screen
    • Manage Assignments
      • Create Assignments
        • Create Training Assignments
        • Create One-Time Assignments
        • Create One-Time Series
        • Create Recurring Assignments
        • Create Recurring Series
        • Create Certifications
      • Edit Assignments
        • Edit Assignments
        • Edit One-Time Assignments
        • Edit One-Time Series
        • Edit Recurring Assignments
        • Edit Recurring Series
        • Edit Certifications
      • Managing Assignments
        • Assignment Management Screen
        • Review All Training Assignments Options
        • Review All Training Assignments
        • Review All Tasks Assigned to Employees
        • Review Pending Assignments
        • Remove Trainee from an Assignment
        • Stop All Future Recurrences of an Assignment
        • View Assignment Details
        • View Assignment Detail View
          • View Assignment Detail View Options
      • Create and Manage Offline Training Assignments
        • Create Offline Training
        • Edit Offline Training
        • Register Users for Offline Training
        • Sending Messages About Offline Training
        • Manage Offline Training
        • Associate Documents With Offline Training
        • Manage Offline Training Instructors and Classrooms
        • Create And Manage Offline Training Events
      • Delete Assignments
      • Print a Diploma from an Assignment
      • Print a Diploma from the Trainee's Record
      • Excusing and marking complete training
        • Excuse Training
        • Mark Training Complete Without Request
      • Manage Approval Requests
        • Approve or Deny a Single Request
        • Approve or Deny Multiple Requests
    • Create and Manage Offline Tasks
      • Create an Offline Task
      • Have Managers Review Training Before Completion
        • Workflow 1 - Non-PureSafety Users
        • Workflow 2 - Puresafety Users
    • Manage Organization and Users
      • People Filtering
      • Set Up Your Organization's Hierarchy
        • Review Organization Hierarchy Examples
        • View Employee Audit
        • About the Organization Directory
      • Manage Employees
        • Create Employees
        • Edit Employees
        • Delete Employees
        • Forget User
        • View an Employee's Organization Units and Groups
        • View an Employee's Active Assignments
        • Associate Unassociated Employees
        • Move Employees From One Group to Another
        • Move Employees from One Organization Unit to Another
        • Reactivate an Inactive Employee
        • View Employee Audit
      • Manage Organization Units
        • Create Organization Units
        • Add Employees to Organization Units
        • Edit Organization Units
        • Delete Organization Units
        • Maintain Organization Unit Administrators
      • Manage Groups
        • Create Groups
        • Add Employees to a Group
        • Edit Groups
        • Remove an Organization Unit or Employee From a Group
        • Delete Groups
        • Examples of Maintaining Groups
      • Create Users from Employees
      • Use Locations
        • Create Location Records
        • Train Employees to Identify Locations in Observations
        • Restrict Supervisors' Access by Location
    • Manage User Security Role and Permissions
      • Maintaining Security Roles
        • Create Custom Security Roles
        • Copy an Existing Security Role
        • Assign a Security Role to an Employee
        • Edit Security Roles
        • Delete Security Roles
        • Default security roles for new employees setup
      • Configure an Organization Unit Administrator's Access
      • Review Standard Security Roles and Permissions
        • Review PureSafety Permissions
        • Review IMS Permissions
        • Review CCS Permissions
        • PureSafety Security Roles
          • Trainee Security Role
          • Training Administrator Security Role
          • System Administrator Security Role
          • Organization Unit Training Administrator Security Role
          • Organization Unit Administrator Security Role
          • Group Administrator Security Role
          • Manage All Groups Security Role
        • IMS Security Roles
          • IMS Worker
          • IMS Operator
          • IMS Administrator
          • IMS Injury Administrator
          • IMS Security FAQ
    • Importing
      • Methods for Transferring External Data into PureSafety
        • Import
          • Setting Up an Import
            • Preparing for an Import
            • Download Import File Templates
            • Create Imports
            • Import Data Exported from PureSafety
            • Importing Data into PureSafety
            • Check for Import Errors
              • Import Error Codes
        • Using the Employee Web Services
          • Identify Data Transmitted Through the Employee Web Services
          • Prepare to Use the Employee Web Services
          • Generate the Web Service Stub and Place in Client Application
          • Develop Your Client Application
          • Test the Employee Web Services in a Test Environment
          • Enable the Employee Web Services in Your Production Environment
          • List of Employee Web Services Calls
          • Details of Employee Web Services Calls
            • ActivateUser
            • AddAddress
            • AddEmailAddress
            • AddPhone
            • CreateEmployee
            • CreateEmployeeDetails
            • CreateEmployeeWithUser
            • CreateUserForEmployee
            • DeActivateUser
            • DeleteEmployee
            • UpdateEmployee
            • UpsertEmployee
          • Authentication Fields Used by the Employee Web Services
          • Fields Updated by the Employee Web Services
            • Country Codes
              • A-C
              • D-F
              • G-I
              • J-L
              • M-R
              • S-Z
          • Employee Web Services Error Messages
    • Administrative Reference
      • Review Client Settings
        • AlwaysGetNewestTrainingVersion Setting
        • CanEditAssignmentStartOrEndDate Setting
        • CanUsePureSafetyWebService Setting
        • ClientDisplayName Setting
        • ClientFutureTrainingInDays Setting
        • ClientName Setting
        • DiplomaTemplate Setting
        • EnableMessagePermission Setting
        • FutureTrainingNotification Settinig
        • LogoutUrl Setting
        • MaxDaysToCompleteOptionalAssignment Setting
        • NotificationEmailAlert Setting
        • NumberOfDaysBeforeDueDate Setting
        • ReceiveNotifications Setting
        • SupportEmail Setting
        • SupportPhone Setting
        • SupportSiteUrl Setting
      • Email Notification Templates
        • Assignment Email Notification Templates
          • New Assignment Notification Template
          • Completed Assignment Notification Template
          • New OSHA Assignment Notification Template
          • Pending OSHA Assignment Notification Template
          • OSHA Minimum Time Not Met Notification Template
          • Assignments Have Been Updated Notification Template
          • Removed Assignment Notification Template
          • Deleted Assignment Notification Template
          • Excused Assignments Notification Template
          • Marked Completed Assignments Notification Template
          • Overdue Assignment Notification Template
          • Pending Overdue Assignment Notification Template
          • Trainee Registered/Unregistered Notification Template
          • Upcoming Training Notification Template
        • Import Email Notification Templates
          • Cancelled Import Notification Template
          • Completed Import Notification Template
          • Failed Import Notification Template
          • Import Pending Approval Notification Template
        • User Account Email Notification Templates
          • New User Creation Notification Template
          • Account Created Notification Template
          • Notification Email Alert Notification Template
          • Password Changed Notification Template
          • User Activated Notification Template
        • IMS Email Notification Templates
          • Event Assigned Notification Template
          • Injury Created Notification Template
          • Incident Entered Urgent Notification Template
          • Incident Entered With Loss Notification Template
          • Task Assigned Notification Template
          • Task Overdue Notification Template
        • PureSafety Email Notifications Schedule
      • Troubleshoot Connection Errors
  • Reporting
    • Reports
      • Review Available Reports
        • Administrative Reports
          • Assignment History Report
          • Assignments Audit Report
          • Completion Status Report
          • Compliance Matrix
          • Executive Training Summary Report
          • Historical Data Report
          • Import Template Export Report
          • Library Data Export Report
          • System Usage Summary Report
          • Training Usage Summary Report
          • Usage Details Report
        • IMS Reports
          • Causal Factors
          • Classification Listings
          • Corrective Actions
          • Employees on LWD
          • Employees Submitting
          • Event Counts
          • Events Listing
          • Incidence Rates
          • Injuries Accruing Lost or Restricted Work Days
          • Injury Listing
          • Injury Trends
          • Observation Counts
          • Open Events
          • Open Investigations
          • Open Submissions Marked Urgent
          • Overdue Investigation Tasks
          • Task Listing
          • Safety Scorecard Report
            • Follow-Up
            • Report Sections
            • Report Legend
            • Headline
            • Governance Overview Section
            • Risk Assessment Section
            • Activity Metrics Section
            • Time Efficiency Section
            • Loss Statistics Section
            • Culture Indicators Section
            • Top 5 Nature of Injuries Section
            • Top 5 Primary Causal Factors Section
          • Safety Scorecard (Trends and Graphs) report
            • Overall Metrics
            • TRIR Comparison
            • TRIR: Rolling Rate
              • Why is value in the TRIR Rolling section on the Safety Scorecard report highlighted in red?
            • Submission Metrics
          • Submission Counts
          • Submissions Entered
          • IMS Report FAQ
        • OSHA Reports
          • OSHA 300
          • OSHA 300A
          • OSHA 301
        • People Reports
          • Certifications Reports
          • Employee Details Report
          • Employee Transcript Report
          • Hours Assigned Report
          • Organization Unit Group Details Report
          • People Assignments Report
          • People at a Glance Report
          • People Summary Report
          • Unassigned Trainees Report
          • User Account Information Report
        • Training Reports
          • Assignment at a Glance Report
          • Assignments Completed Under Minimum Time Report
          • For Continuing Education Units (CEU) Credit Report
          • Offline Training Detail Report
          • Offline Training Manifest Report
          • Question at a Glance Report
          • Tests Completed Under Minimum Time Report
          • Test Scores Report
          • Test Summary Report
          • Top Training Titles Report
          • Training Assignments Report
          • Training at a Glance Report
          • Training Data for Export Report
          • Training Details Report
          • Training Status Details Report
        • Trainee Survey and Test Answers Export Report
      • Report Parameters Catalog
      • Review Report Parameters
      • Working With Reports
        • Run a Report
        • View Last Run Report
        • Add to My Reports
        • Schedule a Report
        • Copy a Report
        • Export a Report
        • Use Drill-Down and Drill-Through Features
        • Reports FAQs
  • Incident Management System (IMS)
    • About the Incident Management System (IMS) Module
      • Frequently Asked Questions (FAQ)
        • IMS FAQs
        • Language/Translation FAQ
    • IMS Worker/Task Assignees: What Can I Do?
      • Report an Observation, Near Miss, or Loss
      • Self-Report an Injury
      • Complete Tasks
        • View Your Assigned Tasks
        • Complete Assigned Tasks
        • Report an Injury From a Task
        • Report an Injury Using the Submit a Supervisor Report Link on the Home Page
          • Injury
        • Investigate an Incident Report
        • Verify That a Task Has Been Completed
        • View Incidents You Have Submitted
        • Request Excuse from a Task
      • Change Your Personal Email Notification Settings
    • IMS Operator: What Can I Do?
      • Manage Incident Reports
        • Review Incident Reports
        • Edit an Incident Report
        • Link Incident Reports to Other Records
        • Archive Incident Reports
        • Unarchive an Incident Report
        • Report an Observation, Near Miss, or Loss
        • Submit a Supervisor's Report About an Incident
          • Scenarios
            • Observation with no Losses
            • Near Miss
            • Loss
      • Create and Manage Events
        • Create an Event from an Incident Report
        • Create an Event from the Events Screen
        • Create an Event from a Supervisor Report
        • Review Events List
        • Edit an Event
        • Print an Event
        • Investigate an Event
        • Assign Corrective Actions
        • Audit Actions in an Event
        • Complete an Event
        • Create an Incident Flash
        • Delete an Event
        • Merge Events
      • Manage Tasks
        • Create a One-Time Task
        • Assign a Single Task to Multiple Employees
        • Create, Assign, or Edit a Recurring Task
        • Assign a Form to an Investigation Task
          • Create and Edit Defined Submission Forms
            • Defined Submissions Screen
            • Managing Defined Submission Forms
        • Create an Injury Record From a Task
        • Investigate an Incident Report
        • View the History of a Task
        • Verify That a Task Has Been Completed
        • View All Assigned Tasks
        • Assign Follow-Up Tasks
        • Edit a Task
      • Create and Manage Injury Records
        • Create an Injury Record
        • Create an Injury Record from a Supervisor Report on the News Feed
        • Create an Injury Record From a Task
        • Create an Injury Record from an Event
        • Link an Injury to an Event
        • Edit an Injury Record
        • Line Out a Recordable Injury
        • Delete an Injury Record
        • Run OSHA Reports
        • Review Injury Records
        • Add an Injury Log
          • About Injury Logs
    • IMS Administrator: What Can I Do?
      • Manage User Security Roles and Permissions
      • Submit a Supervisor's Report About an Incident
      • Manage Total Hours Worked
        • Manually Enter Total Hours Worked for Each Location
        • Import Total Hours Worked for Each Location
      • Manage Incidence Rate Corporate Goal for Each Location
      • Run OSHA Reports
      • Configure IMS Settings
        • Required fields on Injury Short Form setup
        • Sharps/BFE injury follow-up message setup
        • Configuring Risk Assessment Labels and Descriptions
      • Create Custom IMS Forms and Fields
        • Create a Custom Investigation Form
        • Creating Custom Values for Cause of Injury, Body Part, and Nature of Injury
        • Creating Custom Classifications
        • Creating Custom Fields for Incident Reports and Events
          • Custom Field Types
          • Custom Field Options After a Field is Added
          • Import Answers for Custom Field Lookups
          • Managing Translation for Custom Table Values
        • Creating Custom Causal Factors Values
        • Configuring Risk Assessment Labels and Descriptions
        • Set Up Custom Field Values for Sharps and Body Fluid Exposure Injury Reporting
      • Change Global Email Notification Settings
    • IMS Reference
      • IMS Features
        • IMS Users
        • IMS Scenario
        • IMS Control Center
          • News Feed Screen
          • Events Screen
          • Tasks Screen
          • Injuries Screen
          • Notification Settings Screen
        • IMS Records
          • Incident Report
          • Event
          • Supervisor Report
          • Task
          • Investigation Forms
          • Injury
            • Privacy Cases in IMS
      • Incident Flashes
        • Notification and Update Template
        • Post Mortem and Conclusion Template
        • Scenario-based Learning Template
    • IMS Workflows
      • Introduction
      • Sign In to the Incident Management System (IMS)
      • Employee: Report an Incident
      • Supervisor: Report an Incident
      • Review an Incident
        • Incident Requires No Investigation
          • Assign a Task
            • Assign Training Directly
            • Assign Training Task
        • Incident Requires Investigation
          • Create an Event
          • Report Losses
          • Assign Investigation
          • Add Causal Factors
            • Assign Corrective Actions
              • Assign Training Directly
              • Assign Training Task
          • Conclude and Resolve the Event
  • Content Creation System (CCS)
    • Using the Content Creation System (CCS)
      • Getting Started
        • Allow Users to Access the CCS
        • Review CCS Elements and Terminology
        • Learn How to Create Presentations
        • Modify Library Courses
        • Use Keyboard Shortcuts in the CCS
        • Frequently Asked Questions
          • General FAQs
          • Management FAQs
          • Training FAQs
          • Troubleshooting FAQs
      • Creating and Opening Presentations
        • Open a Presentation
        • Create a New Presentation
        • Copy a Presentation
        • Edit a Presentation
        • Preview a Presentation
        • Save a Recorded Session
        • Import a PS4 Package
      • Creating and Organizing Slides
        • Create a Slide
        • Create Section Slides
        • Reorganize Slides
        • Rename Slides
        • View Slides
        • Delete Slides
        • Undo Slide Actions
        • Redo Slide Actions
        • Configure the Table of Contents
          • Table of Content Options
      • Creating and Editing Slides
        • About the Slide Editor
          • Slide Editor Overview
          • Slide Containers
        • Creating and Editing Content Slides
          • Review Content Slide Templates
          • Add Content Slides
          • Add Text to Slides
          • Insert Images in Slides
          • Add Multimedia to Slides
          • Add Sound to Slides
          • Insert Pauses Between Assets
          • Undo the Last Action
          • Redo the Last Action
          • Delete Assets on a Slide
          • Preview a Slide
          • Edit a Slide While Previewing
          • Reposition the Slide for Previewing
          • Adjust the Magnification for Previewing
        • Creating and Editing Click-the-Image Slides
          • Review Click-the-Image Slide-Templates
          • Adding Click-the-Image Slides
            • Create a Slide
            • Add a Question
            • Add an Image (Possible Answer)
            • Add More Images (Possible Answers)
          • Add More Questions
          • Add More Answers (Images)
          • Add Instructions
          • Reorder Questions
          • Define Advanced Feedback
          • Arrange Images on Slides
          • Preview Click-the-Image Slides
        • Creating and Edit Drag-and-Drop Slides
          • Review Drag-and-Drop Slide Templates
          • Adding Drag-and-Drop Slides
            • Create a Slide
            • Add Instructions
            • Configure Drop Boxes (Questions)
            • Configure Drag Boxes (Possible Answers)
            • Associate Drop Boxes and Drag Boxes (Questions and Corresponding Answers)
          • Add Drag Boxes
            • Box Styles Tab
            • Feedback Tab
            • Feedback Styles Tab
          • Add Drop Boxes
            • Box Styles Tab
            • Feedback Tab
            • Feedback Styles Tab
          • Edit Drag-and-Drop Instructions
          • Establish Drag-and-Drop Associations
          • Reorder Drag-and-Drop Boxes
          • Remove Drag-and-Drop Boxes
        • Creating and Editing Fill-in-the-Blank Slides
          • Review Fill-in-the-Blank Slide Templates
          • Adding Fill-in-the-Blank Slides
            • Create a Slide
            • Add Instructions
            • Add a Statements and Answer
          • Add Statements with Correct Answers
          • Add Incorrect Answer Values
            • Box Styles Tab
          • Edit Fill-in-the-Blank Instructions
          • Establish Fill-in-the-Blank Associations
          • Reorder Statements and Values
          • Remove Statements and Values
        • Creating and Editing Quizzes
          • Review Quiz Slide Templates
          • Add Quiz Slides
          • Add Questions to Quizzes
          • Create Answers for Questions
          • Rearrange the Order of Questions
          • Rearrange the Order of Answers
        • Defining Slide Settings
          • Define Click-the-Image Settings
          • Define Drag-and-Drop Settings
          • Define Fill-in-the-Blank Slides
          • Define Quiz Settings
            • Slide Settings
            • Introduction Tab
            • Exit Statement Tab
            • Layout Tab
              • Click-the-Image Slides
              • Drag-and-Drop Slides
              • Fill-in-the-Blank Slides
              • Quiz Slides
            • Graphics Tab
            • Sounds Tab
        • Replace Image Files
        • Replace Sound Files
      • Maintaining Assets
        • Review Asset Guidelines
        • Upload Assets
        • Preview Assets
        • Filter the Asset Panel
        • Delete Assets
        • Sort Assets by Name
        • Sort Assets by Type
        • Download Presentations
          • Test Tab
          • Playback Tab
  • The Health Portal
  • IMS Injury - OHM Case Integration