Print an appointment letter and the safety organization chart

See Safety roles for what the chart contains.

Print the appointment letter

The appointment letter shows the office’s employer, the holder with their personal details, the role, the period of the appointment and the duties taken from the role’s description.

1. Open the office, choose Safety org. chart and select the role.
2. In the People tab, open the holder’s row menu and choose Print.
3. Choose the template and print or save the document (see Print or export a document).

The same print is available from the Print icon in the assignment’s detail, which opens with Open from the row menu.

File the signed copy

1. In the role’s People tab, open the holder with Open from the row menu.
2. Choose the Attachments tab and upload the signed letter (see Upload a file).

The letter stays attached to that person’s assignment to that role.

Print the safety organization chart

1. Open the office and choose Safety org. chart.
2. Click the Print icon in the toolbar of the list of roles.
3. Choose the safety organization chart template and print or save the document.

The chart lists the office’s roles with their holders.