Workplace safety solutions and safety tracking software FAQ

How do I report on and analyze my inspection data? How do I print and email reports? How do I find and add basic information?
Companies
Contacts
Projects
How do I set up a project? Administrative Tips
How do I report on and analyze my inspection data?
Use the "Browse" link (to search for contacts, contractors and/or projects)
  • Click on the "Browse" link beside the Contact(s), Contractor(s) and Project(s) field and view a list of the first 50 entities in the database.
  • Click on the first letter of the name (or the first letter of the last name in the case of Contacts) to view only those contacts/contractors/projects beginning with that letter.
  • You can also "Conduct a Search with Specific Criteria," enter known information and click on "Search".
  • Make your selection from the results by putting a check mark next to your desired name(s). 
  • Click "Add to Basket", then click "Finish".
View summary information by region(s)
  • From the home page, go to the "Reports" menu and select "Summary Report".
  • Under the "Based on Project Information" tab, begin typing the name of the region. A drop down of available regions will appear. Click on one or more regions as desired.
  • To view results for a particular period, click the calendar icon next to the "Begin Date" and "End Date" fields and select your desired dates.
  • Click "Run Report"
View a summary of all inspections by contractor(s). For some companies, "contractor" will be "crew" or "department".
  • From the home page, go to the "Reports" menu and select "Contractor Summary" Report.
  • Click in the text box for Contractor(s) and begin typing the first few letters of the contractor's name. A drop down of matching contractor names will appear.
  • Choose the contractor(s) from the results section by putting a check mark next to the name. Click "Add to Basket." Repeat the process until you have all the contractors you want and then click "Finish."
  • To view results for a particular period, click the calendar icon next to the "Begin Date" and "End Date" fields and select your desired dates.
  • Click "Run Report"
View a summary of all inspections by category / categories
  • From the home page, go to the "Reports" menu and select "Summary Report".
  • Click in the "Category" field and you will get a drop down of available categories.
  • Click on as many categories as you like. They will appear in a box below.
  • To view results for a particular period, click the calendar icon next to the "Begin Date" and "End Date" fields and select your desired dates.
  • Click "Run Report"
View a summary of all inspections by inspector(s)
  • From the home page, go to the "Reports" menu and select "Summary Report".
  • Type in part of the inspector's name in the "Inspector" field and click on the desired name.
  • Choose the inspector from the results section by putting a check mark next to the name. Click "Add to Basket." Repeat the process until you have all the inspectors you want, then click "Finish".
  • To view results for a particular period, click the calendar icon next to the "Begin Date" and "End Date" fields and select your desired dates.
  • Click "Run Report"
View observation information for a site by separate contractors
  • From the home page, go to the "Project" menu and select "Find Project".
  • Type the project name in the "Project" field and click on the desired name from the results section.
  • Click on the "Inspections" tab in the top right corner to view the summary report for the selected project.
  • Click on the "Contractors" link in the top right corner to view inspection information for the project split out by separate contractors.
  • The table shows all the summary inspection data for the selected project, divided by separate contractors (alphabetical order).
View inspection information for a site by separate contractors
  • From the home page, go to the "Reports" menu and select "Contractor Summary".
  • Type the project name in the "Project" field and click on the desired project from the results.
  • The table shows all the high level inspection and observation information for the selected project, by separate contractors (alphabetical order).
  • Click on "View Summary" next to the selected contractor to view more detailed information.
View inspection information for a contractor by separate sites
  • From the home page, go to the "Reports" menu and select "Project Summary Report".
  • Click in the text box for Contractor(s) and begin typing the first few letters of the contractor's name. A drop down of matching contractor names will appear.
  • Select your desired contractor.
  • Click "Run Report"
View detailed observation information for a site
  • From the home page, go to the "Reports" menu and select "Detail Report".
  • Click in the text box for Project(s) and type the first few letters of the project's name. A drop down of matching project names will appear.
  • Select your desired project.
  • Click the "Run Report" button to run the report.
  • By default, the data from the last calendar month is displayed. To view results for a different period, click the calendar icon next to the "Begin Date" and "End Date" fields and select your desired dates.
  • Click "Run Report"
View detailed observation information for a contractor.
  • From the home page, go to the "Reports" menu and select "Detail Report."
  • Click in the text box for Contractor(s) and type the first few letters of the contractor's name. A drop down of matching contractor names will appear.
  • Select your desired contractor.
  • Click the "Run Report" button to run the report.
  • By default, the data from the last calendar month is displayed. To view results for a different period, click the calendar icon next to the "Begin Date" and "End Date" fields and select your desired dates.
  • Click "Run Report"
View specific observations by sub-category.
  • From the home page, go to the "Reports" menu and select "Summary Report".
  • By default, the data from the last calendar month is displayed. To view results for a different period, click the calendar icon next to the "Begin Date" and "End Date" fields and select your desired dates.
  • The table shows the Summary Report for all the categories and sub-categories.
  • To see specific observations for a sub-category in the report, click on the sub-category.
  • The table shows all the detailed observations for the selected sub-category.
  • In addition, you can also view which projects and which contractors had observations in the same sub-category by clicking on the appropriate radio button.
How do I print and email reports?
Print a report
  • Run the report with your desired criteria.
  • From the report home page, click on "Export to PDF" or "Export to Word" in the lower right corner.
  • Print your report from the exported file.
Email a report
  • Run the report with your desired criteria.
  • From the report home page, click on "Email Report" in the lower right corner.
  • Enter email contact information or content as desired, and click on "Send Email."
  • You can also use the "Manage Scheduled Reports" functionality to configure report emails to be sent at regular intervals.
View an emailed report
  • To view an emailed report, open the file attached to the email.
  • The report will open in MS Internet Explorer (IE version 6.0 or higher required).
How do I find and add basic information?
Companies
Find a company
  • From the top left corner of the home page, enter the first few letters of the company name in the "Company" field and click on the arrow button.
  • Alternatively, you can go to the "Companies" menu and select "Find Company."
  • Enter the first few letters of the company name and click on Search. If you wish to refine your search (contact, region, etc), go to the "Advanced" tab on this page to use other search criteria.
  • Click on "Search" to display all the results that match your criteria.
Create / add a company
  • Click on the "Add a New Company" under the "Launch Process" section on the home page.
  • Alternatively, you can go to the "Companies" menu and select "Add Company."
  • Type in the company name, region and company type. Fields with an asterisk (*) are required.
  • Select a region or company type by typing in the first few letters of your response.
  • Click "Edit" under the Locations tab to enter Headquarter information, or click "Add Location" if a company has more than one location.
  • Make sure to click on "Save Entire Page" when done.
Edit a company
  • Find the company you wish to edit (see "Find Company" above).
  • Click on the company link.
  • Edit the company information from this page.
  • Make sure to click on "Save Entire Page" when done.
Delete a company
  • Find the company you wish to delete (see "Find Company" above).
  • Users with the appropriate permissions will see a "Delete" button at the bottom of the list of companies.
  • Check the box to the left of the company, and click the "Delete" button at the bottom of the page.
  • IMPORTANT NOTE: Deleting a company removes all the information associated with that company. If you have two or more identical companies in the database, DO NOT USE DELETE. Instead, your account administrator should use the Merge Records functionality in the Administration menu to combine the duplicate companies. This will ensure that all of the information already collected will be retained.
Delete a company from "My Companies."
  • From the home page, go to the "Companies" menu and select "My Companies."
  • Check the box to the left of the company and click the "Delete" button at the bottom of the page.
  • (Note: the company is removed only from your "My Companies" list and not from the database.)
Add a location to a company
  • Find the company you wish to add a location to (see "Find Company" above).
  • Scroll down to the "Location" tab.
  • Click on "Add Location" and complete the required fields.
  • Make sure to click on "Save Entire Page" when done.
Delete a company location
  • Find the company you wish to add a location to (see "Find Company" above).
  • Scroll down to the "Location" tab.
  • Select the check box next to the location you wish to delete.
  • Click "Remove Location" at the bottom of the page.
Find a company in one of my company's regions
  • Go to "Find Company"
  • Click on the "Advanced" tab.
  • Select a Region from the drop down menu under the Search criteria
  • Click on Search.
Contacts
Find a contact
  • From the top left corner of the home page, enter the first few letters of the last name in the "Contact" field and click on the arrow button.
  • Alternatively, you can go to the "Contact" menu and select "Find Contact."
  • Enter the first few letters of the contact's first or last name and click on "Search." If you wish to refine your search go to the "Advanced" tab on this page to use other search criteria.
Create / add a contact
  • Click on the "Add a New Contact" under the "Launch Process" section on the home page.
  • Alternatively, you can go to the "Contact" menu and select "Add Contact."
  • Type in the first and last names and company. Fields with an asterisk (*) are required.
  • Click in the text box for Company Name and type the first few letters of the company's name. A drop down of matching company names will appear. Select your desired company.
  • Make sure to click on "Save Entire Page" when done.
Edit a contact
  • Find the contact you wish to edit (see "Find Contact" above).
  • On the general information page you may edit the contact information in each field.
  • Make sure to click on "Save Entire Page" when done.
Delete a contact
  • Find the contact you wish to edit (see "Find Contact" above).
  • Users with the appropriate permissions will see a "Delete" button at the bottom of the list of contacts.
  • Check the box to the left of the contact, and click the "Delete" button at the bottom of the page.
  • IMPORTANT NOTE: Deleting a contact removes all the information associated with that contact. If you have two or more identical contacts in the database, DO NOT USE DELETE. Instead, your account administrator should use the Merge Records functionality in the Administration menu to combine the duplicate contacts. This will ensure that all of the information already collected will be retained.
Change an address or a location
  • Find the contact you wish to edit (see "Find Contact" above) and click on the contact's name.
  • Under the "Company Info" tab, go to "Location" and click the drop-down menu.
  • A list of matching locations will appear.
  • Click on the correct location.
  • Make sure to click on "Save Entire Page" when done.
Associate a contact to a new / different company
  • Find the contact you wish to edit (see "Find Contact" above) and click on the contact's name.
    • If the new company does not exist in the system, you will need to create it. (See "Create/Add a contact" above)
  • Click in the text box for Company and begin typing the first few letters of the company's name. A drop down of matching company names will appear. Select your desired company.
  • Select the company and appropriate location by using the "Location" dropdown menu.
  • Make sure to click on "Save Entire Page" when done.
Projects
Find a project
  • From the top left corner of the home page, enter the first few letters of the project in the "Project" field and click on the arrow button.
  • Alternatively, you can go to the "Project" menu and select "Find Project."
  • Enter a few letters of the project's name and click on "Search." If you wish to refine your search go to the "Advanced" tab on this page to use other search criteria.
Find project(s) associated with a particular person
  • From the home page, go to the "Projects" menu and select "Find Project."
  • Click in the text box for "Contact" and type in the first few letters of the contact's name. A drop down of matching contact names will appear.
  • Select the appropriate contact person from the results and click on "Finish." The name will appear in the "Contact" field.
  • Click on "Search" to view the list of all projects that person is associated with.
Find project(s) associated with a specific company / companies
  • From the home page, go to the "Projects" menu and select "Find Project."
  • Click in the text box for Company and type in the first few letters of the company name. A drop down will appear with a list of possibly matching company names.
  • Choose the company(ies) from the Results section and click on "Finish." The name will appear in the "Company" field.
  • Click on "Search" to view the list of all projects that the company is associated with.
Find all of the projects in one of my company's regions
  • From the home page, go to the "Projects" menu and select "Find Project."
  • Under the "General" tab, go to "Region" and begin typing the name of the region. A drop down of available regions will appear. Click on one or more regions as desired.
  • Click on "Search" button to view the list of all projects in one of your company's regions.
Create / add a project
  • Click on the "Add a New Project" under the "Launch Process" section on the home page.
  • Alternatively, you can go to the "Project" menu and select "Add Project."
  • Select "Create a New Project" or "Copy an Existing Project" if you wish to copy all project information (except the title and inspections) from an existing project.
  • Enter the project title, owner and region. Fields marked with * are required.
  • Click on "Create Project."
  • Add Team Members or Contractors/Service Providers to your project by selecting "Add Contact(s)" or "Add Company."
    • You will see a list of all contacts/companies.
    • To search for a particular contact, select "Conduct a Search with Specific Criteria" and enter known information. Click on "Search."
    • Select the appropriate contact person/company from the results and click on "Finish." The name will appear in the appropriate field.
  • Select "Done" if you do not want to add more information.
  • You now have the option to create another project, view the details of the project you just added, or return to the home page.
  • Click on "Go to this project" if you wish to add details about the project (addresses, phone numbers, etc.).
Edit a project
  • From the home page, go to the "Projects" menu and select "Find Project."
  • Click on the desired project.
  • Go to the relevant tab to edit information for "General," "Details," "Team," etc.
  • In each instance, make sure to click on "Save Entire Page" when done.
Delete a project
  • From the home page, go to the "Projects" menu and select "Find Project."
  • Users with the appropriate permissions will see a "Delete" button at the bottom of the list of projects.
  • Check the box to the left of the project, and click the "Delete" button at the bottom of the page.
  • IMPORTANT NOTE: Deleting a project removes all the information associated with that project. If you have two or more identical project in the database, DO NOT USE DELETE. Instead, your account administrator should use the Merge Records functionality in the Administration menu to combine the duplicate projects. This will ensure that all of the information already collected will be retained.
Add a contact to a project
  • From the home page, go to the "Projects" menu and select "Find Project."
  • On the general project information page, select the "Team" tab.
  • Click on the "Add Contact(s)" button.
  • You will see the first 50 contacts in the database. Click on the letter of the contact's last name to view only those last names beginning with that letter.
  • To search for a particular contact, select "Conduct a Search with Specific Criteria" and enter known information. Click on "Search."
  • Select the appropriate contact person(s) from the results and click on "Add to Basket" and click "Next."
  • Enter team and role information for each new contact then click "Finish."
  • The name(s) will appear in the "Contact" field.
  • If you wish to modify project notifications for this contact, or make the contact an inspector, click on the contact's name and go to "Notification and Inspector Flags" to make the desired changes.
  • Make sure to click on "Save Entire Page" when done.
Add a contact to multiple projects
  • From the home page, go to the "Contacts" menu and select "Find Contact."
  • Click on the "Projects" tab and select "Add to Project"
  • Make your selection from the results by putting a check mark next to your desired name(s). Click "Add to Basket," then click "Finish."
  • Selected projects now show up under the "Project" tab.
Delete a person from a project team
  • From the home page, go to the "Projects" menu and select "Find Project."
  • On the general project information page, select the "Team" tab.
  • Locate the team member you wish to delete and check the box next to the team member's name.
  • Click the "Delete" button.
Delete a contact from multiple projects
  • From the home page, go to the "Contacts" menu and select "Find Contact."
  • Click on the "Projects" tab.
  • Place a check mark next to each project you wish to remove the contact from
  • Click the "Delete" button at the bottom of the section.
How do I set up a project?
Install and configure the application to synchronize with my handheld device
  • Please contact Predictive Solutions Customer Support for help with installation and configuration.
  • Customer Support can be reached at: 1-800-991-3262, Monday to Friday, 3:00 AM PST to 5:00 PM PST
Add a contractor to my project so that it shows up on my mobile device
  • From the home page, go to the "Projects" menu and select "Find Project."
  • On the general project information page, select the "Partners/Suppliers" tab.
  • Click on the "Add Company" button.
  • Select the appropriate company(ies) from the results and click on "Add to Basket" and click "Finish."
  • On the "Partners/Suppliers" tab, check or uncheck the box "Show on PDA" for the desired contractors.
  • Make sure to click "Update" when done.
Set someone up to receive notifications (emails and reports) for a project
  • Find the contact you wish to set up for alerts (see "Find Contact" above) and click on the selected contact.
  • Go to the "Notification and Inspector Flags" section.
  • Click on the "Show Flag Matrix" link.
  • Check the desired project notifications.
  • Make sure to click on "Save Entire Page" when done.
Enable someone who is not on the project team to receive notifications (emails and reports) for a project
  • Find the contact you wish to set up for alerts (see "Find Contact" above) and click on the selected contact.
  • Go to the "Notification and Inspector Flags" section.
  • Click on "Additional Project Notifications" on the far right
  • Click on "Add Project" to view a list of the first 50 projects in the database. Click on the letter of the project's name to view only those projects beginning with that letter.
  • To search for a particular project, select "Conduct a Search with Specific Criteria" and enter known information. Click on "Search."
  • Select the appropriate project(s) from the results and click on "Add to Basket" and click "Finish."
  • This contact will now receive notifications for the selected projects, according to the notifications s/he already has in place.
Track and manage my uncorrected items
  • From the home page, go to the "Reports" menu and select "Open Issues Report."
  • You can view uncorrected observations by company, region, project, inspector, date range and other criteria.
  • Click on "Edit" to the right of the inspection if you wish to mark uncorrected observations as corrected.
  • To correct many observations at once, check the box next to each observation, scroll to the bottom of the report and select "Mark Corrected."
  • You may also manage uncorrected items directly from your handheld device or an emailed Open Issues Report
  • You can also manage uncorrected items by email. Click on this link for more detailed information.
Administrative Tips
Merge two or more duplicate companies, contacts or projects
  • From the home page, go to the "Administration" menu and select "Merge Records."
  • Use the drop down menu to choose a type of record to merge (company, contact or project).
  • Click on Add, which will display a list of the first 50 companies/contacts/projects in the database. Click on the letter of the project's name to view only those entities beginning with that letter.
  • To search for a particular entity, select "Conduct a Search with Specific Criteria" and enter known information. Click on "Search."
  • Select the appropriate contact entities from the results and click on "Add to Basket" and click "Finish."
  • Set one of the records as primary, another as secondary. Information from the secondary record will be added to the primary record.
  • Click on "Merge Records."
  • NOTE: Merging multiple records is an irreversible action. Please exercise caution in the selection of records to merge, and do not proceed without complete understanding of the consequences.
Add a new user
  • From the home page, go to the "Administration" menu and select "Add User."
  • Click in the text box for Contact and type the first few letters of the contact's name. A drop down of matching contacts will appear.
  • Choose the contact from the results section and click on "Finish." The name will appear in the "Contact" field.
  • Enter the username, password and user role.
    • Passwords are case sensitive. Our password security feature lets you know visually (through a progress bar) how secure your password is as you are creating it.
    • User Role determines the rights and privileges for this contact.
  • Click on "Add User."
Find a user account
  • From the home page, go to the "Administration" menu and select "Find User."
  • The results display user names, contact names and the user role for each user.
  • You may use the filters provided in the General tab to conduct a more specific search for users.
Reset / change a password for a user
  • From the home page, go to the "Administration" menu and select "Find User."
  • Select the user whose password you wish to edit.
  • Click on the "Reset Password" button.
  • You will be prompted to enter the new password twice.
    • Passwords are case sensitive. Our password security feature lets you know visually (through a progress bar) how secure your password is as you are creating it.
  • Click "Submit."
Reset my password
  • From the home page, go to the "Contacts" menu and select "My Contacts."
  • Click on your name and then click on "Reset Password" link.
  • Type in your new password twice.
  • Passwords are case sensitive. Our password security feature lets you know visually (through a progress bar) how secure your password is as you are creating it.
  • Click "Submit."
Get a new password
  • On your log-in page, click the 'Lost Your Password?' link.
  • Enter your user name or your email address.
  • A system-generated password will be sent to the email address associated with your user name.
  • If you do not have an email address associated with your user name, please send an email to support@predictivesolutions.com to request a password reset.
  • You can now login and reset the password to one of your own choosing. See instructions for "Reset my password" if needed.
 

Contact Information

Headquarters
1001 Oakdale Road
Oakdale, PA 15071-1500
Phone: 800-991-3262
412-809-1888
Fax: 412-788-8353

Customer Support
Phone: 800-991-3262
412-809-1888
Hours: Mon-Fri, 3:00 AM to 5:00 PM PST
Email: info@predictivesolutions.com



Parent Company

Industrial Scientific

Industrial Scientific and Predictive Solutions bring together the best of safety practices and predictive analytics.

Our ties to Industrial Scientific