New SafetyOne™ Online Training Courses Added Covering Workplace Violence

Author, Megan Lockhart, Client Communications Coordinator, Rancho Mesa Insurance Services, Inc.

In Rancho Mesa’s continued effort to meet client needs, new online training courses have been added to SafetyOne™. The trainings cover a range of topics such as violence and security in the workplace, workplace stress, and active shooter survival, along with a few general safety trainings.

SafetyOne users now have access to the following training courses in English and Spanish:

• Active Shooter: Surviving an Attack

• Workplace Security

• Workplace Stress

• Workplace Violence

• Workplace Violence in Construction Environments (English Only)

• Workplace Violence in Healthcare Facilities

• Workplace Violence in Office Environments (English Only)

• Safety Awareness for New Employees

• Safety Orientation in Construction Environments

The course additions were made in response to client requests for resources addressing workplace violence. Specifically, construction industry employers expressed concerns about the safety of their workers, due to an increase in hostile individuals entering the jobsite and posing a security threat. The risk is not only affecting the construction industry, it is being reported across industries.

Rancho Mesa values feedback as we continuously strive to ensure clients have the resources they need to keep their employees safe and their risk mitigated.

For any questions regarding online training in the SafetyOne platform, reach out to your client technology coordinator.

Rancho Mesa Hosts Contractual Risk Transfer Workshop

Author, Megan Lockhart, Media Communications and Client Services Coordinator, Rancho Mesa Insurance Services, Inc.

On Friday, August 18, 2023, Rancho Mesa hosted an informative workshop, Safeguard Your Company with Contractual Risk Transfer, at the Mission Valley Library, presented by Alan Coppola from Travelers Insurance. 

Attendees enjoyed fresh coffee and pastries as Coppola outlined how companies can use contractual risk transfer to protect themselves from liability claims in the construction industry.

He explained the importance of written contracts in contractor agreements and the risk exposures to beware of when signing them.

In his presentation, Coppola emphasized the importance of establishing a record retention policy and explained how contracts can be used as a tool to transfer risk. He concluded by advising clients to assess their company’s contractual risk process to ensure they are fully protected.

Rancho Mesa offers industry-specific workshops such as this to ensure clients have access to the information they need to protect their organizations.

Our next workshop is Fighting Fraud within the CA Workers’ Compensation System on Friday September 22, 2023. Register today.

SafetyOne™ Releases Updated Features for Custom Toolbox Talk Screens

Author, Megan Lockhart, Media Communications and Client Services Coordinator, Rancho Mesa Insurance Services, Inc.

The SafetyOne™ Mobile and Desktop Application is frequently updated to ensure our clients experience the most current risk management technology. Recently, our developers have released several new features for creating and modifying toolbox talks.

When creating a new toolbox talk in the administrator website, only the toolbox talk name and summary sections are now required. Red boxes appear around these required sections, allowing clients to make their toolbox talks more concise, if desired.

Additionally, when viewing toolbox talks on the mobile app and in final reports, only sections that contain content are displayed on the screen. This simplifies the experience for the end-user and eliminates any empty dropdowns.

Rancho Mesa is also excited to announce that QR codes for toolbox talks will be available in the near future. Employees will have the ability to scan the code and sign toolbox talks on their own devices. The signatures will then collectively display on the final toolbox talk report.

Updates such as these are valuable additions to SafetyOne as Rancho Mesa continually aims to help clients manage their risk and keep their employees safe.

SafetyOne™ Adds Multi-Language Translation to Mobile Forms

Author, Lauren Stumpf, Media Communications & Client Services Specialist, Rancho Mesa Insurance Services, Inc.

The SafetyOne™ Desktop & Mobile App released a new feature that translates external mobile form pages on the client website to 136 languages.

This feature exists on the following two pages:

1. When an external user fills out a mobile form accessed via a QR code or browser link.

2. When an external user views their final report.

For those not yet familiar, Rancho Mesa clients have the ability to collect data using mobile forms via the SafetyOne™ app. These customizable forms can be completed through the mobile app, by scanning a QR Code, or clicking a link in an email. Having mobile forms accessible via QR code or a link allows non-app users to easily complete your company’s forms and submit data electronically.

For example, you can quickly and easily collect visitor information by creating a mobile form and placing its QR code at the entrance of your jobsite or facility.

Some Rancho Mesa clients put QR codes on their company vehicles. They ask their drivers to scan the QR code, and complete a quick vehicle inspection before taking the vehicle. This makes collecting mobile form data simple, and anyone can do it because the mobile app is not needed to complete the form, it is complete on the mobile device’s web browser.

Our developers recognized that not everyone is comfortable filling out mobile forms in English, so they added the ability to translate the mobile forms that are accessed through a QR Code or URL.

The person completing the mobile form can choose from any of the 136 languages, and the form will translate any dropdown list, check box, or prefilled option. Once the form is submitted, it is translated back into English for the SafetyOne™ administrator to review on the admin website. 

So, if you think the end user may prefer another language, consider customizing your mobile forms with predetermined options, so they can choose from your list and the system will translate it for you.

Listen to StudioOne™’s podcast episode 310, as Rancho Mesa’s Alyssa Burley and Megan Lockhart discuss the new mobile form updates in detail.

New Updates to Rancho Mesa's SafetyOne™ Mobile Forms

Author, Lauren Stumpf, Media Communications & Client Services Specialist, Rancho Mesa Insurance Services, Inc.

The SafetyOne™ Desktop & Mobile App has released three new field types and one revised field type within its mobile forms feature. These four field types provide Rancho Mesa clients with more flexibility when creating their forms and enforce better structured data, making it easier to fill out forms and manage data within the form.

SafetyOne™ mobile forms can be used for collecting information about an employee injury, a daily jobsite report, checking out equipment, timecard tracking – the uses are limitless.

These forms can collect data like, addresses, dates, numbers, time, text, signatures, sketches, photos, and multiple and single selection options. New field types now include:

1. Dimension Field Type
When creating a mobile form and choosing the dimension field type, the form asks the user to provide a dimension as a numerical value and also to choose what units is to be used, such as feet, inches, miles, square feet, meters and more.

2. Mass Field Type
When creating a mobile form and choosing the mass field type, the form asks the user to provide a weight as a numerical value and also to choose what units to be used such as metric ton, kilogram, grams, or pounds.

3. Temperature Field Type
When creating a mobile form and choosing the temperature field type, the form asks the user to provide a temperature as a numerical value and also to choose what temperature units are being used such as Fahrenheit, Celsius, or the Kelvin scale.

4. Currency Field Types
When creating a mobile form and choosing the currency field type, the form asks the user to provide a numerical value and also to choose from five different currency units. Currency fields will give options for the US Dollar, Euros, Swiss Franc, British Pound, and Canadian Dollar.

Previously, if there was not a specific field type, our clients could use the text or number field to the collect temperature, dimensions, mass, or currency. So, for those who have created custom mobile forms, consider changing out the field types from just a text or number field to one of the new field types so your employees can select the appropriate units for their dimensions, mass, temperature, and currency.

SafetyOne™ Platform’s Latest Release Updates Mobile Form Layout

Author, Megan Lockhart, Media Communications and Client Services Coordinator, Rancho Mesa Insurance Services, Inc.

The SafetyOne™ platform has been updated with design changes to the mobile forms when accessing the screen via the website, scanning the QR Code, or following the URL link.

The header with the form’s name, project name, and report title has been moved to the center top of the screen. Additionally, a new icon has been added to the signature field, and brackets appear around groups of questions indicating they will be repeated. For fields with multiple option pulldowns, the selections chosen appear at the top of the field.

These changes were made to improve the user experience when accessing the mobile forms from outside the app and do not affect the layout of the forms in the mobile app.

More screens will be improved within the coming months. Rancho Mesa always aims to grant the best user experience for its clients.

For more information about the SafetyOne™ Mobile and Desktop application, contact your client services coordinator.

The Future of Risk Management: Rancho Mesa Launches SafetyOne™ Mobile Application

Author, Megan Lockhart, Media Communications and Client Services Coordinator, Rancho Mesa Insurance Services, Inc.

Rancho Mesa Insurance Services, Inc. would like to formally announce the launch of its very own SafetyOne™ Mobile and Desktop Application, a platform that will allow clients to integrate risk management with mobile convenience.   

In our continual commitment to meet our client’s needs, Rancho Mesa will be discontinuing our previous risk management platform to make way for new technology. SafetyOne™ will allow companies to effectively manage their safety and risk management needs directly through any mobile device. 

“I’m so excited about the launch of our SafetyOne™ app. Our amazing client services team has spearheaded the implementation of SafetyOne™,” Dave Garcia, President of Rancho Mesa, said. “Personal training, on-demand videos, and regularly scheduled webinars will ensure quick understanding and use of the SafetyOne™ App for our clients.”

SafetyOne™ is designed to carry out an effective safety program within your organization. With a variety of features, clients can administer tailgate talks, perform safety observations, complete mobile forms such as incident reports, and access company policies and files all from their mobile device.

“The SafetyOne™ App is really going to streamline our clients' safety programs through real-time data and intuitive technology. Plus, with minimal setup required, we expect clients to start using it right away," Alyssa Burley, Media Communications and Client Services Manager, said.

Rancho Mesa is looking forward to offering clients a unique risk management experience as well as a library of online safety training courses to assure they are best equipped to manage their risk.

“We’ve had a focus group of clients using it for the past six weeks and their reactions and excitement have been off the charts. We’ve been working for the last several years to create a mobile app that has the ability to assign trainings to employees, conduct those trainings in the field, and then digitally track their completion,” Garcia said. 

With the new platform officially launched, Rancho Mesa’s client services team will begin reaching out to clients directly to start their personal onboarding process into the new platform.