Find your way around

The dashboard sidebar is grouped by what you’re doing. Which items you see depends on your role and on the modules your organization has.

Sidebar

Item	What it’s for
Agent	Safety Radar’s AI assistant. Ask questions about your safety data in plain language. This is where the dashboard opens.
Inbox	Your notifications: assignments, comments, status changes and form reviews.
Analytics
Dashboard	An overview of your organization’s safety data.
Dashboards (Beta)	Build your own dashboards of widgets, with help from the AI assistant.
Reporting	Create AI-assisted Reports on your safety data and save point-in-time Snapshots.
Events & Review
Events	Every incident, near miss and other safety event.
Review	A queue of events whose metrics need someone to check them.
Investigations	Formal root-cause investigations (an add-on module).
Forms & Field
Forms	Build forms, and see their Submissions.
Action Items	Follow-up tasks and who they’re assigned to.
Safety Center	Set up your field workers’ web portal.
AI & Automation
Workflows	Automate processing and analysis of events. Run a workflow on one event, or on many at once with Batch Runs, and see results under Runs.
Chatbots	Set up chat assistants for your people, for example the one in the Safety Center.
Data Shelf	Documents and data you share with your team and your assistants.
Settings	Your organization’s settings and your own account.

Settings

Most settings are visible to everyone, but only admins can change them.

Page	What it’s for
Organization	Your organization’s name and security settings, including requiring two-factor authentication.
Agent	Configure the AI assistant for your organization (admins only).
Metrics	The measures recorded on each event, such as severity or risk. See metrics.
Permissions	Permission groups: what members can read, write or manage in each area.
Members	People in your organization and pending invitations. See Users and invitations.
Triggers	Rules that pick out events by their properties, which you can test against a set of events.
Assets, Tags, Departments, Equipment Types	The lists your events and forms refer to.
Statuses	The statuses events and action items move through.
Investigations	Investigation settings. See Investigation settings.
Account → Account, 2FA	Your own account and two-factor authentication.
Account → API Keys	Keys for the REST API. See API keys.

Roles

Role	Access
Admin	Full access to everything, including all settings, members and roles.
Member	The dashboard, with access to each area set by their permission groups (Read, Write, Manage or No Access).
Safety Center User	The Safety Center and the mobile app only. No dashboard.

Your account menu

Select your avatar at the bottom of the sidebar for My Profile, Theme (Light, Dark or System) and Sign Out.