Safety File Dashboard

Live Square Safety workflow console.

Session: Signed out User: Company: Safety Files: Locked
Red Intake
0
Yellow Review
0
Green Final
0
Clients
0
Projects
0

Workflow Summary

Recommended operator flow
1. Sign in as the customer.
2. Ensure customer folders exist.
3. Upload original files into Red Intake.
4. Copy or Process Red files into Yellow Review.
5. Review outputs in Yellow.
6. Upload final PDFs directly to Green if needed.
7. Move approved Yellow files into Green Final.
8. Use Green as the final print-ready pack.

Customer Session

Company: Not signed in Contact:
Email: Plan:
Safety Files: Locked Status:
Red files: 0 Yellow files: 0 Green files: 0
Sign in to load the live customer workspace.

Latest Workflow Activity

Type: Status:
Processed: 0
No workflow activity loaded yet.

Customer Workflow Console

Red Intake 0 Yellow Review 0 Green Final 0
0%
0%
Sign in and refresh to load the live customer workflow.

Customer Details

These fields come from the signed-in customer account.

Project Details

Project setup not saved yet.

Client Logo

No logo selected.

Generate Standard Pack Pages

Generate standard project pages directly into Yellow. The dynamic file index can use approved Yellow files as its source.

Project Index

Index not loaded yet.
Checklist items will appear here after loading the selected index.

Create stamped copies

0%
No stamping started yet.

Customer File Workflow

Sign in to use the live workflow.

Workspace Links

Red: Not linked
Yellow: Not linked
Green: Not linked

Folder Counts

Red 0 Yellow 0 Green 0

Upload to Red Intake

Use Red for original customer files.

Upload PDF to Green Final

Use Green for final print-ready PDFs.

Workflow Actions

Copy = safe copy workflow. Process = template rebuild workflow. Approve Yellow files, then Move = finalise only approved files into Green, exporting template Docs to PDF.

Red Intake Files

No Red files loaded yet.

Yellow Review Files

0 Yellow file(s) approved for move
No Yellow files loaded yet.

Green Final Files

No Green files loaded yet.