How can I embed links in observation questions?
You are able to add embed links to websites or files in observation questions, providing your employees with direct resources accessible from the SafetyOne™ Mobile App. These links can be added to custom observation questions from the SafetyOne Administrator Website.
You can link to a file stored in SafetyOne by retrieving the share link to the corresponding file in the “File Cabinet” screen. Or by using an outside online file storage site and retrieving the corresponding sharable link from there. You can also link to a website, but please note that if this URL is changed, the embedded link will be broken and will need to be updated to work again.
You can add imbedded links for websites or files to custom Observation questions in the SafetyOne™ Administrator Website, providing your employees with direct resources accessible from the SafetyOne Mobile App.
You can add a link to a file stored either in SafetyOne’s File Cabinet or any online file storage site, such as Dropbox. For a file stored in the File Cabinet, click “Share” in the dropdown of the corresponding file and retrieving the link.
You can also link to a website, however, if this URL is changed, the embedded link will also need to be updated in order to work.
Setup
1. Create a Custom Category
Before adding custom questions or embedding links, you must first create a custom category.
To do so, login to the SafetyOne Administrator Website. Click the “SafetyOne” dropdown, then “Observation,” then “Categories.” Select “Custom Categories” and “Add Custom Category”. Name your category and assign it to your projects.
2. Create a Custom Question
Next, add a custom question.
From the “Observation” dropdown menu, click “Questions,” then “My Questions.” Select “Add Question” and select the custom category that this question will be a part of and add the question’s text.
3. Embed a Link
To embed a link in this question, click the link icon next to the “Question” header. From here you will be able to copy and paste a link to a website or file stored online into “Web Address.”
“Display Text” will be what is hyperlinked in the question. This could be a title of the document, website, or a corresponding section of the question.
You can also add a “Title”, but this won’t be visible for those conducting the Observation on the Administrator Website or Mobile App.
If you need to edit the link or display text you can select “Edit” from the “My Questions” screen. Then, click the linked text and edit the appropriate sections.
Once a category has been assigned to a project, their corresponding questions and embedded links will be available to your employees.
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