Deploy Safetibase to a SharePoint Site
Requirements:
- Windows 10
- Administrator rights on your computer
- Owner rights on your SharePoint site
To install SafetIbase on a SharePoint, follow the steps below:
- Navigate to the SafetIbase GitHub: https://github.com/safetibase/safetibase
- Download the repo from GitHub to your C drive using the green '<> Code' button on the top right, then select 'Download ZIP')
- Unblock the zip file (right click > properties > check the 'Unblock' checkbox)
- Unzip the file (right click > 7 zip > extract files)
- Open the unzipped file
- Open PowerShell (PowerShell ISE is the easiest option)
- From the unzipped file, drag and drop the "Manual Install" file into the PowerShell window
- If the device has never run PowerShell before, copy the line starting "#set-executionpolicy", paste it into the PowerShell window and remove the leading "#" before running the command.
- In the User input section, change the "$SPsite URL" to the URL of your SharePoint site
- Save and run the script. This will take 10-15 minutes
- Go to your SharePoint site > 'Site Contents' > 'Site Assets'
- Drag and drop the contents of the 'Site Asset' folder from the zip file into the Sharepoint Site Assets folder
To populate the SafetIbase Sharepoint lists, you can manually populate or complete the optional steps below:
- [Optional] Fill in the 'SafetIbaseListsContent - UserInput Template.xlsx' spreadsheet with your project specific data. Delete tabs you are not updating
- [Optional] In PowerShell open 'Add User Inputs.ps1' and in the 'User Input' section, input the URL of your Sharepoint subsite
- [Optional] Run the script. This will populate the SharePoint lists with the input you provide in the spreadsheet above
- [Optional] Edit the configData.js file ('Site Contents' > 'Site Assets' > 'pages' > '3.0' > 'scripts' > 'configData.js'). This contains a JSON variable with the following keys:
- 'site' - Changes text for the word 'site' (e.g. could be changed to 'sublot')
- 'Residual Risk Owner' - Changes text for the phrase 'Residual Risk Owner'
- 'Contract' - Changes text for the word 'Contract'
- 'Client Review' - This is a Boolean which controls whether the workflow goes through client review - this functionality adds extra steps to the workflow:
- Submitted to client
- Accepted by client
- 'Client Name' - Changes text for the client name
- 'Archive hazards permissions' - This is a list of the user roles that can archive hazards.
- 'Simplified <role> dashboard' - This is a Boolean which determines if there will be a simplified dashboard for those in the selected role
- '<role> review editable workflow state' - This is a Boolean that controls if a hazard can be edited at a particular stage. If false, hazards can only be edited at the start of the workflow.
- 'Construction Manager approval comment populates cdmSMMitigationSuggestion' - This is a Boolean, that when true, lets the construction manager's approval comment populate the Site manager's mitigation suggestion box.
- 'Full admin edit rights' - This is a Boolean that if true allows an admin to edit any field at any workflow stage
- 'Include contract' - This is a Boolean that determines whether contracts can be added to hazards
- 'Exportable workflow states' - This is a list of workflow states that can be exported during bulk edit.
- To find your SafetIbase page, go to 'Site Contents' > 'Site Assets' > 'pages' > '3.0' > 'dashboard.aspx'
- It is recommended to add a shortcut to 'dashboard.aspx' on the SharePoint site homepage for ease of access.