SBC Forms

Help wiki

Frequently asked questions

Browse role-specific guides for Company Admins, Employees, and Platform Admins. Each section includes common questions and related documents.

Company Admin

Company admins manage people, locations, equipment, forms, jobs, training, and reports for one agricultural company.

How do I invite or manage employees?

Open Employees from the admin sidebar. Send invitations by email or link existing SafetyBuzzCampus accounts. Each person needs at least one role (Company Admin and/or Employee) on your company.

How do I build and assign forms?

Go to Forms to create categories, sections, and fields. Preview the form, then assign it to employees or jobs. Use recurring rules when the same checklist should repeat on a schedule.

How do jobs, locations, and equipment fit together?

Locations represent yards, fields, or sites. Equipment records tie machinery to your company. Jobs combine locations, assigned workers, linked forms, and optional GPS capture for field activity.

Where do I review submissions and activity?

Use Reports for form completion, employee activity, and exports. Open individual form assignments to review submissions, attachments, and signature status.

How do I configure notification alerts?

Open Notification Policy under Settings. Choose which events create in-app notices for your company. Employees and admins see unread counts on the bell icon in the top bar; select it to open the inbox.

Can I hold both admin and employee roles?

Yes. After sign-in, use Switch role in the top navigation to move between Company Admin and Employee views without signing out.

Related documents

Employee

Employees complete assigned jobs and forms, record time, view training, and optionally share GPS from the field using the mobile-friendly app.

Where do I see my work for today?

Open Today or My Dashboard from the employee sidebar. Assigned jobs and forms due now appear there, sorted for field use.

How do I complete a form in the field?

Go to My Forms, open the assignment, and fill each section. Some fields accept photos, signatures, or GPS. Submit when all required answers are complete; your admin receives the record immediately.

How do I see alerts about new work or overdue forms?

Select the bell icon in the top bar. A green badge shows how many unread notices you have for the active company. Open a notice to read it or follow its link to the related job or form.

Can I install SBC Forms on my phone?

Yes. Visit My Dashboard and follow Install app (PWA). The field app works offline only for explicitly saved draft answers—jobs, forms, GPS history, and credentials are never cached.

How does GPS capture work?

When your company enables GPS and a job requires it, the browser asks for location permission. Points attach to job logs you create; admins review them in GPS reports.

How do I clock time or fix a punch?

Use My Time to clock in and out. If a punch is wrong, submit a correction request; your company admin approves or adjusts it.

Related documents

Platform Admin

Platform admins operate across all tenant companies—creating companies, monitoring adoption, and running cross-tenant reports.

How do I onboard a new company?

Open Platform → Dashboard, create the company record, and assign the first Company Admin. They invite employees and configure locations, forms, and jobs for their tenant.

What can I see in platform reports?

Platform reports summarize company counts, active users, form volume, and exportable metrics across tenants. Use them for rollout tracking and support escalations.

How is platform admin access granted?

Platform admin is a user-level flag set outside normal company membership. It does not replace Company Admin within a tenant—you may still switch into a company role when you also hold membership.

Where do I check release or health status?

The /ag/healthz endpoint reports application and database readiness for operators. Release identity is exposed in response headers for deployment verification.

Related documents

FAQ