Set up your Proactively account 1. Register in the system You will receive an email from Proactively, which includes a link to set up your...
Finding the right report Filtering reports Use filters to list only reports you are interested in. For example: from a certain form eg. accidents...
Read a report Finding out that there is a new report There are 2 ways to find out about a new report: email...
Manage a Report Who is responsible? Team leader(s) get an email notification when a new report arrives in the system. If this person...
Track progress in the History tab Why is it important ? The history tab shows everything that has happened with a report, together with a time...
Print or sent a PDF Save as PDF Why export a report as PDF? You may want to Share a report with someone outside the...
Edit a report Why edit a report? You may find that the information in a report is not accurate. You want to change...
Send feedback messages Changing behaviours Risk management systems only work if people are motivated to work together to achieve the company goals. To...
Reports Quiz Read a report Log into the web portal and open the Reports tab. Choose a report and click to open...
FAQ reports Why can’t I see a report? There are several possible explanations: The report has just been sent. You need to...
Notifications What are Notifications Notifications are emails that alert you when the system receives certain reports. This helps you respond quickly....
Close a report When to close a report Before closing a report check: all the actions associated with it are closed. 2. the...
Find the cause: 5 whys? Why is it important to find the cause? Imagine there is a problem, for example the ladder is broken. The...