A Community Guide to Getting Started with SafetyCulture 

We’re all in this together, and the SC Community is here to support you every step of the way. Feel free to ask questions, share your experiences, and connect with other members as you explore the platform 

#1 Get to know the platform

So who are we?!

SafetyCulture is an intuitive platform designed to enhance workplace safety and efficiency. It helps streamline inspections, audits, and reporting processes, ensuring you can maintain high standards effortlessly and work towards continuous improvement. 

Let’s kick off this series by exploring the key features and terminology in SC:

• Templates: Digitise your checklists and eliminate paper processes.
• Inspections: Fill out forms, perform an audit, or go through checklists. Capture every detail and instantly generate reports you can share with your team.
• Schedule: Create recurring reminders and assign them to your team members for regular inspections.
• Actions: Seamlessly manage tasks by creating and assigning them to hold the right people accountable, whether spotted during an inspection or on the go.
• Training: Onboard and up-skill teams with bite-sized training that fits into their workflow, regardless of device or location.
• Assets: Gain visibility over your assets with real-time monitoring.
• Issues: Make reporting easy and accessible, allowing anyone to report observations, hazards, near misses, and incidents.
• Heads Up: Close the communication gap with your teams by consolidating workplace communications in one convenient message system.
• Sensors: Monitor critical environmental factors to avoid stock loss, keep teams safe, and avoid downtime using supported sensors.
• Marketplace: Simplify procurement by allowing teams to order workplace safety equipment when needed.
• Analytics: Drive your business forward by spotting key trends and gaining visibility into your organisation's productivity.

We’re off to a great start! Now for part 2!

#2 Prepare your organisation

Setting up your organisation is the first crucial step. Begin by defining your organisation's details and structure in SafetyCulture.

This includes:

• Setting up user roles and permissions to ensure that everyone has the right level of access.
• Customising your account settings to reflect your operational needs.

This preparation phase is vital for establishing a solid foundation that will support your entire team’s workflow.

For detailed steps on setting up your organisation, visit Part 2: Prepare Your Organisation.

#3 Time to digitalise

Digitising your processes with SafetyCulture can transform how your team works.

Checklists 

Create custom digital checklists to streamline your inspections and audits. Digital checklists are easy to create, share, and update. Learn how to create and manage templates, perform inspections, and assign corrective actions directly from the platform.

Training 

Use SafetyCulture to deliver consistent and effective training. You can create training courses, track progress, and ensure compliance. Find out how to create training courses, assign training to team members, and monitor training progress.

Digitalising your checklists and training programs not only enhances efficiency but also ensures consistency and accountability across your organisation.

For detailed guidance, visit Part 2: Prepare Your Organisation.

#4 Review & optimise

Before fully rolling out SafetyCulture, it’s beneficial to test your setup with a small group of pilot users to understand pain points and areas for improvement.

The pilot group should include at least 25% of your expected users, ensuring they represent various roles in your business.

• Assign specific tasks like testing digitised checklists and reviewing permissions.
• Prepare a list of scenarios to test and encourage users to conduct inspections on-site for real-world feedback. We recommend allowing one to two weeks for testing, before meeting with your pilot users to review and discuss their insights to maximise optimisation.

This stage is about refining the details to ensure that the system works seamlessly and efficiently for everyone involved.

Explore more in Part 3: Review Your Organisation.

#5 Onboard your team

Effectively onboarding new users is key to maximising the benefits of SafetyCulture.

Prepare your team for onboarding by ensuring they have their devices ready to download the SafetyCulture app.

• Record the session for future training needs and guide them through 2-3 practical exercises to familiarise them with the platform.
• Dedicate time for your team to start inspections and gather feedback to refine the process.
• Hold separate sessions for administrators, template creators, and managers who will oversee analytics.
• Cover the essential tasks -  app installation, completing inspections, creating actions, reporting issues, using heads up, and accessing training and support.

Successful onboarding will empower your team to work more efficiently and safely.

Check out Part 4: Onboarding Guide for tips and resources.

#6 Go live with SC

You’re fully set up and your team is trained…. it’s time to launch SafetyCulture across your organisation.

Ensure a smooth transition by leveraging the platform's features to drive continuous improvement and maintain high safety standards.

• Regularly review your processes and make adjustments as necessary to keep up with evolving needs.
• Share supplementary resources to help your team navigate any challenges.
• Encourage your team to reach out to the SC support team available 24/7 via email, live chat, and phone.
• Explore the SC Help Center for comprehensive guides.
• Check out upcoming events via the Events page, involve yourself in Community discussions to learn from the experts around you and finally, consider getting SC Certified to validate your expertise and grow your business.

There you have it - our summarised getting started guide made exclusively for the SC community