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      Managing Safety Data Sheets

      CONTENTS: • ADD A NEW SDS TO THE SDS LIBRARY • RETRIEVE AND UPDATE AN SDS • GENERATE AN SDS INVENTORY REPORT

      INTRODUCTION:

      Over time, adding, updating and referencing Safety Data Sheets can be confusing and inefficient without a permanent SDS management system. The Safety Indicators SDS Module helps you to stay in control, with all SDS documents (in PDF format) stored locally, in your SDS Library.

      Note that all SDS documents and related information must be added and updated manually; this is not a portal to any online resource or database. The most recent SDSs are typically available from the item manufacturer or seller.

      It is recommended that safety personnel check for version updates pertaining to each Safety Data Sheet every three or four years.

      Note that the main Safety Data Sheets list (with links to read-only SDS Details) is not the same as the SDS Library list that’s accessed through SDS Settings (with links to editable SDS Details). The SDS Library is only accessible to those with the proper Permissions.

       

       

        ADD A NEW SDS TO THE SDS LIBRARY  

      STEP 1

      •  In the left menu, click Safety
      •  In the SDS Card, click the Gear/Settings icon

      This opens the SDS Library.

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      STEP 2
      A  At the top, click Create New

      ManagingSafetyDataSheets-1

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      STEP 3
      A  In the Add Safety Data Sheet window, type in the Product Name

      The other fields are optional, but for a more comprehensive and useful internal SDS database, fill out as many of the fields as possible. Do not add a Document Number; the system will automatically assign that.

      Some of the fields, such as GHS Hazard Classifications, display a Down Arrow that can be clicked, allowing you to choose the applicable response(s) from a drop-down menu. Fields with a Plus Sign allow you to click, and add an option that is not already included in the drop-down list.

      B  To add a SDS document from your computer, drag it to the Drag/Drop box on the right. OR, click Choose File; click Browse; navigate to the document; select it; then click.

      The PDF icon that appears in the Download box confirms that the SDS document is now attached to this entry.

       

      C  When done, click Save at the bottom

       

      ManagingSafetyDataSheets-2
       

      The new SDS will now be included in the SDS Library list.

       

      If you are new to Safety Indicators, ask your Success Manager for help in batch importing the SDS documents you already have on file, including essential Details.
      To print a SDS hazard or information label that can be attached to an item in the workplace, see the tutorial Create an SDS/Hazard Label.

       

       

        RETRIEVE AND UPDATE AN SDS   

       

      STEP 1

      •  In the left menu, click Safety
      •  In the SDS Card, click the Gear/Settings icon

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      STEP 2

      •  In the SDS Library (see the first screenshot, above), find the item you want to update. 
      With longer lists, use the Page Navigation tool at the bottom to see subsequent pages.

       

      It may be helpful to narrow the list by using the various Filters options on the left; OR (at upper right) by entering in the Search box a parameter such as the Product Name, Reference #, Manufacturer, etc.

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      STEP 3
      •  To simply open the SDS document itself, double click the red PDF icon in the first column.
      If needed, you can Save it to your computer as you would with any online PDF
      OR
      • To open the SDS Details window, double-click the Product Name

      UPDATING SDS DETAILS
      •  Make the necessary changes in the SDS Details window, then click Save at the bottom

      Note that any changes you make will be reflected for all Projects and locations throughout your company.

      REPLACING THE SDS DOCUMENT WITH A NEWER VERSION
      •  Drag the updated SDS document from your desktop to the Drag/Drop box on the right. OR, click the down-arrow in the Download box; select Change; click Browse; navigate to the document; select it; then click Open
      • In the Version Date field, replace the previous entry with the release date of the updated SDS
      •  Click Save at the bottom

      Note that by clicking the Down Arrow in the Download box, you also have options to Download, Rename, Copy, Share or Remove the SDS document itself.

       

       

        GENERATE AN SDS INVENTORY REPORT   

      STEP 1

      •  In the left menu, click Safety
      •  In the SDS Card, click the large SDS icon in the SDS Card

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      STEP 2
      A  At the top of the main Safety Data Sheet list, click Reports at top, and select SDS Inventory Report

       

      ManagingSafetyDataSheets-3

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      STEP 3
      A  In the Project field, click the down-arrow and select the Project (or Worksite, Location, etc.) you need to generate a Report for 
      B  Click Run Report

       

      ManagingSafetyDataSheets-4

       

      The report will appear below, with SDS documents grouped by Manufacturer. The left column includes links to each SDS document.

      •  To filter the report to only include certain parameters, unclick None, then check the options you want to include in the report (click outside of the drop-down list to close it). Then click Apply Filters to run a filtered Report

      •  To Print the Report, click the Printer icon in the toolbar