Plexa
Site ManagementSafety And Compliance

Create an Injury Workflow

This guide provides a straightforward process for creating an injury workflow within the Plexa Dashboard, ensuring that safety management is streamlined and efficient. By following

This guide provides a straightforward process for creating an injury workflow within the Plexa Dashboard, ensuring that safety management is streamlined and efficient. By following these steps, users can customize workflows to effectively manage injuries, enhancing workplace safety protocols.

Step By Step Guide

  1. Click "Site Management" on the Plexa Dashboard
  2. Click "Safety Management" in the Site Menu
  3. Click "INJURIES"
  4. Click "Manage Workflow" icon
  5. Click "Create New Workflow"
  6. Enter the "Workflow" Name
  7. Click the "Close" button
  8. Click "Injuries Workflow" and select the Workflow required
  9. Click "+ icon" to add a step to the workflow
  10. Add the Workflow Step details and repeat as required
  11. Click "SAVE"

Video Tutorial

For a visual guide, watch the video tutorial below

Interactive walkthroughOpen