Tasks made easy

Tasks made Easy

Setting up Tasks

Once you've created your risk assessments, added some hazards actions and created responsibilities you'll have tasks waiting to be completed so let's take a look at how you can manage and complete tasks on BrightSafe - with a click!

Types of Tasks

There are three types of task, lets go through each of them...

When creating your risk assessments you will have added details of any hazards. When you add a follow-up action that needs to be completed to that hazard BrightSafe will automatically create an action task for the person that action has been assigned to. 

Re-assigning Tasks

In the tasks section of your account, you'll have a section for 'Tasks assigned to me' which shows you any tasks that you've been assigned and 'All tasks' which will show you every task set on your account. As well as the person that the task has been assigned to. Any tasks that are overdue will also be highlighted in orange so you know, at a glance, that these need to be completed.

Re-assigning tasks are easy, just head to 'All tasks' and select any action or review tasks you want to re-assign using the tickbox to the right of it then click the 'Bulk Re-assign' button. This will bring up a box to select the person you'd like to assign the task to, once you're done just hit the 'Save' button to save your changes.

To re-assign a responsibility task you'll need to head to the responsibilities planner and click on the three dots to edit the task, before selecting the new task owner.

Completing Tasks

Completing Action Tasks

Completing Responsibility Tasks

Completing Review Tasks

When you open up a review task you'll be taken to the risk assessment the review will need completing for. To get started just click 'Start a review' this takes you through each section of the risk assessment so that you can complete your review. 

Once you've been through each section for your risk assessment you will need to add a reviewer, from the drop-down and select a review date. Once done so you can ‘Save and complete’ the risk assessment.