If you’re unable to add a safety event in Resource Planning, it’s usually due to a missing setup step or plan configuration.
Ensure your company has access to BusyBusy Safety Inspections and/or Safety Trainings.
⚠️Safety Events are only available for customers using both Resource Planning and Safety (Inspections or Trainings).
Safety Events Are Not Enabled
Safety events must be enabled in the project plan before they can be added.
How to Fix
Go to Scheduling → Project Planning
Open or locate your project plan
Click Edit Plan
Find Safety Event Requests
Select an option other than Off
Click Submit
If Safety Event Requests is set to Off, you will not be able to add safety events.
The Task Is Not in a Task Group
Safety events can only be added to tasks that are part of a Task Group.
How to Fix
Add the task to an existing Task Group
Or create a new Task Group and move the task into it
Once the task is inside a Task Group, the option to add a safety event will be available.
You’re Trying to Add a Safety Event to a Standalone Task
Safety events are not available on standalone tasks.
How to Fix
Move the task into a Task Group
Then use the task’s menu to add the safety event.
You Don’t See the “Add Safety Event” Option
If the option is missing from the task menu (⋮), it is usually due to one of the following:
Safety Events are not enabled in the project plan
The task is not inside a Task Group
Review the sections above to resolve the issue.
You Don’t Have the Required Permissions
You must have access to Safety Inspections and Trainings to add safety events.
How to Fix
Contact your admin to confirm your permissions
Ensure you have access to Safety features
Summary
If you can’t add a safety event, check the following:
Safety Events are enabled in the project plan.
The task is inside a Task Group.
You are not using a standalone task.
You have the correct permissions.
This article is only regarding the Safety Event to a Task in Resource Planning within BusyBusy.