Navigating the Supervisor Portal

How to filter, navigate, and find your way in the Sospes Supervisor Portal.

About Supervisor Portal

The Supervisor Portal is where all incidents, close calls, and observations that are submitted by users in your company will live. Depending on the roles (Permissions) associated with your individual Sospes account, you may or may not have access to this section of the system. Only users with either the Supervisor, HR, or Safety Professional roles will have access to the Supervisor Portal.
Beyond accesses, the Supervisor Portal page, your designated roles, and associated business units in the system will determine what level of access to the reports submitted in your company's Sospes environment that you will have. 

To access the Supervisor Portal

Log into go.sospes.com and use the navigation bar at the top of the screen to click Supervisor Portal. Note: The Supervisor Portal can only be accessed from a computer on go.sospes.com. 

Navigating and filtering the Supervisor Portal

The Supervisor Portal allows you to filter, sort, and search based on various attributes of reports. These filtering tools are displayed at the top of the page. 

Filters available:

Filters allow you to reduce the list of reports shown to be only those that share common attributes. To use a filter, click on the dropdown box underneath the filter title that you wish to use. For each filter you utilize, you will need to select it from its dropdown and then click Search each time, in order for it to take effect.

  • Facility
    This will filter the list to show only the reports that were reported to have occurred at a specific facility.
  • Location
    This will filter the list to show only the reports that were reported to have occurred at a specific location. *Note that you must pick a facility before using this filter.*
  • Report Type
    This will filter the list by report type, the report types are Incident, Close Calls, and Observations.
  • Classification
    This will filter the list by report classification. The available classifications are Security Threat, Motor Vehicle, Injury, Property Damage, Environmental Damage, Positive Behavior, At-Risk Behavior, Substandard Condition, or Suggestion.
  • Reported By
    This will filter the list by who submitted the report. Selecting an employee’s name from this drop-down will show only reports that were submitted by that individual. If a person’s name is not listed here, that is because they have never submitted a report.
  • Injured Employee
    Selecting an employee’s name from this drop-down will show only reports that were submitted by that individual. If a person’s name is not listed here, that is because they have never submitted a report.
  • Status
    The status options are either Open or Closed.
    Severity
    This filter will allow you to choose from OSHA Recordable, OSHA Reportable, Covered by Worker's Compensation, or Emergency.
  • Setting the Date Range
    To select the Date Range, choose a Start Date and End Date. Then click Search.
    • You can also adjust the date by clicking on the calendar icon to the right of the date text box, clicking the desired date and then clicking OK.
    • Repeat these steps to select the End Date. NOTE: The date of the report is based on when the incident or observation occurred, not when the report was submitted.
  • Search by Report Id
    • Under Report Id, click your cursor in the text box.
    • Using your computer’s number keyboard, type the Report Id number. Only the numbers, do not include any symbols. (format: 00000).
    • Click Search
    • If you would like to search for all Report Id numbers, leave blank.

Set Current Search as Default

If you would like to always have specific search fields enabled each time you return to the Supervisor Portal you can use the Set Current Search as Default button. An example of this would be if you only were concerned about a specific facility's reports, you could save that filter as the default. 
 NOTE: The saved default settings are unique to each login profile. All search fields selected will be saved as a default setting except for the Start Date and End Date search fields. 

How to Set Current Search as Default

  1. Click the Set Current Search as Default button.
  2. A pop-up window will appear, “Are you sure you want to change your default filters?”
    1. If you do not want to set your default filters, click Cancel and you will be returned to the Supervisor Portal.
    2. If you do want to set your default filters, click OK and a pop-up window appears, “Filters data successfully saved,” confirming the changed settings. Click OK to return to the Supervisor Portal.
  3. This will set your current filters to always be on when you come to the Supervisor Portal. 

To remove a Saved Default Search

  1. Click Clear Search
  2. Click Set Current Search as Default
  3. This will reset the default filters to be "All"

Sorting Reports

The reports can be sorted by several of the column headers. To do this, click on the header title above the column that you would like to sort by. 
  • Click once for ascending order (aka smallest to largest, 0 to 9, and/or A to Z)
  • Click a second time for descending order (aka largest to smallest, 9 to 0, and/or Z to A)
  • Click a third time to return the sorting order to the default. 

Understanding the Icons on the Supervisor Portal

Under the search fields on the left-hand side, you will see a Click for icon definitions. An icon legend will appear across the page.
When applicable, you may see one or more of these icons to the left of the report ID column or to the right of the STATUS column. This will give you a quick, at-a-glance look at which reports fall under these specific categories. To hide the icon legend, click Hide Icon definitions.

How to change pages

To navigate through the different pages of reports, click on the page number you would like to jump to.
  • To navigate forward to the next page, click the forward arrow.
  • To navigate back to the previous page, click the backward arrow. To navigate to the last page of the report results, click.
To navigate to the first page of the report results, click. Sorting Reports By default, the submitted reports will be sorted by the occurrence date of the incident, with the most recent reports at the top of the list.