SAFE Support Guide
Installation guides, suggestions for performing common functions, software updates, and information on best practices can all be found in the files.
We're always happy to help with any questions you might have!
General User Information
Logging Into and Out of SAFE:
Adding Cases, Persons, and Items:
Searching - Cases, Items, and People:
Settings \ Organization \ General \ Org Settings Tab:
Settings \ Organization \ General \
Settings \ Organization \ Fields & Forms Settings \
Settings \ Organization \ Dropdown Options \
Settings \ Organization \ Item Transactions \
Mobile App Information
Frequently Asked Questions
Safe Security Whitepaper - The source for all information security, compliance, disaster recovery, encryption, etc.
8/22/2018 - SAFE - Account usage, Contains option, Merging Persons, grid view customization, Tabs (meaning of numbers). What are Tags and why should I use them, Storage Locations only show what a User has access to, and the meaning of SAFE
9/12/2018 - Customization - Disabling standard fields, Translation file, changing standard drop downs, Custom Data (Forms) vehicle example. Can I really collect too much data?, Question: Setup for Make, Model and SN, grid customization, reporting, and questions
2/26/2020 - Mobile App - How to use the SAFE Mobile App.
12/2/2020 - Auto Disposition - What is Auto Disposition, how can it help me, and how can I set it up in SAFE?
2/3/2021 - Custom Data (Forms) - How to create Custom Fields and attach and use them.
3/31/2021 - Creating Custom Reports - How to create Custom Reports in SAFE.
5/12/2021 - User Settings and Multi-factor Authentication (MFA) - How to configure User Settings and set up MFA using Google Authenticator in SAFE.
7/7/2021 - Admin Level Widget Creation on the Dashboard - How to create Saved Searches and put them into a Widget that resides on the Dashboard.
11/10/2021 - Discrepancy Reports and Random Audits - What are Discrepancy Reports, when and why should you use them, and how can you run them?
2/3/2022 - SAFE - New Features - Expungement, multiple Case Officers in a Case, Tasking, manipulating Notes, Scan Page functionality, Tagging and Permission Groups, new look on the Settings page, and sharing Media.
4/6/2022 - Advanced Searching - How to Save and combine Searches, create Widgets from those Searches, and share them.
6/9/2022 - Storage Locations - How to create a Storage Location structure, Add Storage Locations, assign Permissions to, etc.
8/10/2022 - Tags - What are Tags, how to create and use them effectively.
10/12/2022 - Containers - How to create and effectively use Containers in SAFE.
08/16/2023 - V106 Featured Updates - 100,000 items Transactions, Item Splits with Auto Calculations, Global Search, Person Expungement, and Soundex Searches.