Rancho Mesa's Alyssa Burley and Media Communications & Client Services Coordinator Megan Lockhart talk about planning how clients will setup their accounts within the SafetyOne™ app, and how the data is organized.
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SafetyOne™ App
Director/Host: Alyssa Burley
Guest: Megan Lockhart
Producer/Editor: Lauren Stumpf
Music: "Home" by JHS Pedals, “News Room News” by Spence
© Copyright 2023. Rancho Mesa Insurance Services, Inc. All rights reserved.
Transcript
[Introduction Music]
Alyssa Burley: Hi! This is Alyssa Burley with Rancho Mesa’s Media Communications and Client Services Department. Thank you for listening to today’s top Rancho Mesa news brought to you by our safety and risk management network, StudioOne™. Welcome back, everyone. My guest is Megan Lockhart, Media Communications and Client Services Coordinator with Rancho Mesa. Today, we’re going to talk about planning how clients will setup (or how the data is organized) in their SafetyOne™ app. Megan, welcome to the show!
Megan Lockhart: Of course, thanks for having me.
AB: Now, Rancho Mesa aims to provide clients with tools that are flexible in order to best fit their individual needs, including our proprietary SafetyOne™ application. Now, the SafetyOne’s™ features are systemized based on “Projects.” However, projects are highly adaptable to the way each individual organization works. And, I know you’ve worked with many clients to get them setup with the SafetyOne™ app. So, let’s talk about best practices. For construction companies, how do you recommend they setup the platform?
ML: Construction companies will most likely assign their policies, mobile forms and users to their individual construction projects or job sites. Project managers and foremen can access job-specific content based on the projects they are assigned. This system works well for both short-term and long-term projects that need to manage safety within unique worksites.
AB: So, it’s pretty straight forward for our construction clients. They’ll organize all of their toolbox talks, risk observations, and project documents, by the name of the actual project, like the downtown Hyatt or Mission Valley Mall. So, they can see that they are doing all the safety-related tasks on their specific projects. Now, we have a lot of service clients that aren’t on a construction site. How do they organize their people in SafetyOne™?
ML: Yeah, many of our landscape, tree care and janitorial companies organize their employees in the SafetyOne™ application into crews. These crews are employees who stay grouped together from one worksite to the next. Companies can name their projects based on a crew number, truck, or team name and assign content, such as toolbox talks to the individual crews. This system works well for companies providing on-going services to multiple accounts that aren’t necessarily tied to one worksite.
AB: That makes sense. So, each crew can document when they completed their toolbox talks, risk observations, incident investigations and any other information that needs to be collected via the mobile app. I can see how even documenting what time the crew arrived and completed the service would be important. Our landscape and tree clients may even want to take before and after photos that could be sent to the client or just kept for their records through the app. The possibilities are really endless. What if a listener works for a non-profit, or home health care provider, or even is a school administrator? How do you recommend they organize their people and data in SafetyOne™?
ML: Well, these types of clients fall into our human services group. These organizations can organize their data by their different office locations, facilities, programs, or campuses. They may choose to make policies and forms available to employees based on their office, clients, facility, program or campus that they are assigned. Our home healthcare clients might create a project for each of their clients in the platform. That way, their employee can manage a daily log for each client visit via the mobile app. Our non-profit clients may decide to track data based on specific facilities or their various programs.
AB: This could be helpful for organizations that may have multiple programs that they’re running like an afterschool program and youth sports programs. They’d want to keep the data separate, yet still in one database. By thinking through how your organization should best use the projects in the SafetyOne™ app, business owners, management and administrators can see the data in ways the makes the most sense for their specific needs.
ML: Absolutely, utilizing the projects allows organizations to filter data for a specific project, location, crew – whatever makes the most sense, so they can get the information they need in an “easy to understand” format. We also have the ability to utilize Divisions for more broad groups of projects, but we can talk about that another time.
AB: Megan, if listeners are interested in learning more about the SafetyOne™ App or how they should organize their people and projects in the app, who should they contact?
ML: Yeah, clients should reach out to their Client Services Coordinator, or anyone at Rancho Mesa and we’ll make sure you get in touch with the right person.
[Outro Music]
AB: Megan, thanks for joining me in StudioOne™.
ML: Of course, thanks for having me!
AB: This is Alyssa Burley with Rancho Mesa. Thanks for tuning in to our latest episode produced by StudioOne™. For more information, visit us at ranchomesa.com and subscribe to our weekly newsletter.
