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Adding or updating internal procedures for a team

How to add or update internal procedures in the Safepoint Web Portal and Mobile App

James Rogers avatar
Written by James Rogers
Updated over 2 weeks ago

Note: Only Company Owners, Admins and Team Admins can add or update the internal procedures for a team.

Internal procedures are an incredibly important part of your company in Safepoint. These are the steps your Guardians will be asked to follow when responding to an alert.

This can be configured on a team-by-team basis, which allows the flexibly of setting things up to match your use-case.

Note: Please note that our 24/7 monitoring team will not follow these procedures, instead they will follow their own.

Web Portal

  1. Click 'Settings' in the left hand side bar

  2. Click 'Teams'

  3. Find the team and select it
    ​Note: See this article if you need help searching for the team

  4. Under the 'Internal Procedures' section, click "Edit"

  5. Click "Add procedure" to add a procedure

  6. A text box will appear allowing you to define a step

  7. Click "Add another" if you want to add more steps
    ​Note: You can remove by clicking the trash can next to the item, or reorder them by clicking and holding the handle on the right and dragging the item to it's new position

  8. Tap "Save" once finished, or "Cancel" to revert the changes

Mobile App

  1. Open the App

  2. Ensure you are a company or team admin

  3. Tap the menu icon at the top left of the screen

  4. Tap 'Internal procedures'

  5. Tap 'Edit' or 'Add procedures'

  6. Enter the procedure in the list
    ​Note: To edit a procedure, just tap the item and edit the text. To delete it, just remove all the text in the textbox

  7. Tap 'Save' once you're finished

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