Submit a SHEQTray Safety Event

All Team Members can submit a Safety Issue or Event report using SHEQTray regardless of their security level from any PT module.

How to Submit a New Safety Issue or Event

  • On the Black Side Menu in any module > Click Submit New
  • From the list of available workflows > Click Safety Issue or Event
  • The naming of the Safety Event workflow is configurable to your company
  • Complete the required fields on the Events modal
  • Click on the camera icon to add photos from your files or take a photo using a mobile device
  • Once you have completed the report details > Click Submit
  • What you view after submitting the report depends on your level of security
  • Your report will now be recorded in PeopleTray and transitioned to be assessed by the appropriate people