Safety & Compliance Permissions, Notifications, and Configurations Overview
The Safety & Compliance Permissions, Notifications, and Configurations are settings that must be set up properly so that the Safety & Compliance feature flows efficiently and effortlessly for your organization. The following will review all available Safety & Compliance permissions, notifications, and configurations, as well as best practices for setting them up for your company.
NOTE: For step by step instructions on how to set up Permission Codes and assign them to Permission Groups, view How to Configure Permissions & Notifications (Desktop).
Permission Requirements:
- Power Users may access and edit all permissions, notifications and configurations.
- Users with the “Manage Permissions” permission enabled may configure Safety & Compliance permissions and notifications.
- Users with the “Manage Configurations” permission enabled may edit Safety & Compliance configurations.
💥 Safety & Compliance is a premium product and requires a separate license. Please contact your Account Manager for more information on premium product licenses or reach out to Customer Support at help@tenna.com or call 888.836.6269.
In this article:
Safety & Compliance Permissions Overview
Safety & Compliance Notifications Overview
Safety & Compliance Permissions Overview
The following permissions are available for Safety & Compliance:
| Permission | Allows User To | Relevant Users |
|---|---|---|
| Amend Inspection Reports | Mark previously failed inspection check items as fixed and resubmit the inspection report. | Maintenance Lead, Shop Manager, Equipment Manager, Mechanic |
| Manage Custom Inspections | Create, manage, and assign Custom Inspection forms. | Asset/Equipment Manager |
| Manage Scorecard Templates | Manage scorecard templates by controlling thresholds, coaching rules, auto-assignment rules, etc. within Settings. | Safety Manager |
| Manage Scorecards | View and perform management operations (e.g., void and transfer violations) on scorecards for all users. | Safety Manager, Fleet Manager |
| Submit Inspection | Submit inspection reports for assets. | Driver, Operator, Mechanic |
| TennaCAM: Manage Cameras | View TennaCAM videos and live camera feed and manage profile configurations. | Safety Manager |
| TennaCAM: View Live Stream | View TennaCAM live camera feed. | Safety Manager |
| TennaCAM: View Videos | View TennaCAM road and cab facing videos. | Safety Manager |
| View All Scorecards | View scorecards for all users as well as the company averages. | Executives, Safety Manager |
| View Inspection Reports | View inspection reports and details for assets. | Asset/Equipment Manager, Maintenance Lead |
Related Permissions necessary for Safety & Compliance:
| Permission | Allows User To | Relevant Users |
|---|---|---|
| Edit Asset Assignee |
View and edit the asset's assignee. This is needed to ensure drivers and operators are correctly assigned to their vehicle or piece of equipment for inspections and scorecards. |
Safety Managers, Asset/Equipment Managers |
| Various Maintenance Related Permissions | The maintenance team plays a vital role in inspections when it comes to fixing failed inspection items. View Maintenance Permissions, Notifications, and Configurations Overview to learn more. | Maintenance Team |
Safety & Compliance Notifications Overview
View Permissions and Notifications Overview for more information on notification customization options.
Important! The below notifications must be enabled, in addition to the recommended permissions above, so that the appropriate users receive real time updates.
| Message / Notification | Contents | Relevant User(s) |
|---|---|---|
| Comment Left on Scorecard | A comment was added or edited on a scorecard | Current Scorecard Assignee |
| Failed Inspection Resolved |
A failed inspection was resolved. This means that a user went into an inspection report, marked failed items as "fixed", and resubmitted the inspection. |
Inspection Submitter, Asset Assignee, Site Safety Manager and Custom Recipient List* |
| Inspection Missed |
An inspection was missed. This means that the driver/operator did not submit an inspection during the defined inspection interval (usage or time-based) |
Project Managers, Asset's Assignee, Superintendents, Site Managers of Asset's Current Site, and Custom Recipient List* |
| Inspection Submitted | An inspection has been submitted with an outcome of "Pass" or "Fail" | Inspection Submitter, Asset Assignee, Site Safety Manager, and Custom Recipient List* |
| Inspection Submitted Away from Asset | An inspection was completed away from the asset's reported location. | Inspection Submitter, Asset Assignee, Site Safety Manager, and Custom Recipient List* |
| New Inspection Assigned | An inspection form has been assigned to an asset. | Current Asset Assignee, Site Safety Manager, and Custom Recipient List* |
| New Inspection Form Created | A new inspection form was created. | Custom Recipient List* |
| Scorecard Coaching Acknowledged | A scorecard coaching comment was acknowledged. | Requestor of Acknowledgement |
| Scorecard Flagged for Coaching | Scorecard was manually flagged or automatically flagged by a coaching rule. | Current Scorecard Assignee |
| Scorecard Ready for Review |
|
Current Scorecard Assignee |
*Custom Recipient List refers to the additional users added in the "Recipients to Notify on Submission" field when the Custom Inspection form was created. View How to Create, Clone, Edit and Delete a Custom Inspection to learn more.
Other Relevant Notifications for Safety & Compliance
| Message / Notification | Contents | Relevant User(s) |
|---|---|---|
| Weekly TennaCAM 2.0 Camera Health Report | Weekly summary of camera health. Sent every Friday afternoon at 3 pm in your account's time zone (unless changed in preferences). |
Custom list chosen in Settings > Configurations > Notifications View Weekly TennaCAM 2.0 Camera Health Report for more information. |
Safety & Compliance Configurations Overview
There are various configurations in the account Settings that can further customize the Safety Compliance and Maintenance workflows for your organization.
Inspection Labels
Custom labels can be utilized in various ways for inspections. The examples below show some best practices for creating and applying labels to inspections. View Custom Labels Overview and Setup for more information.
These labels can be applied to Inspection Reports.
Scorecard Templates
Scorecard templates are a structured framework used to evaluate driver performance. Templates can be customized to align with different types of assets and driving habits, providing a consistent approach to performance monitoring and improvement.
View How to Create and Manage Scorecard Templates for more information.
Violation Rules
Violation rules allow you to manage how speeding violations are handled on your scorecards. You can create rules to either override the speed limit on specific road segments or void violations entirely; helping you account for real-world conditions like construction zones or private roads.
See How to Create Speed Limit Overrides and How to Void or Transfer Scorecard Violations: Supervisors for more information.
TennaCAM 2.0
The TennaCAM 2.0 settings control if a video is automatically requested for each of the tracker event types. Enable the events you'd like to be automatically requested as well as the duration of each event.
Inspections
Within Safety & Compliance, you can create, manage, and assign your inspections in one place. You can also view inspection reports and missed inspections.
See Inspections Overview, How to View a Missed Inspection, How to Submit an Inspection, and How to View Inspection Reports: Pass, Fail, DVIR, etc. for more information.