Getting started: signing in, finding your way, working offline
Purpose: Custos helps a company record what goes wrong at work, follow it up until it is fixed, and show that it did so. This page is for everyone: how to sign in, what you see, and how the app behaves on a phone without a signal.
1. Signing in
Section titled “1. Signing in”- Your company’s Org Admin invites you. You get an email with a link to set your password.
- Open the link, choose a password, then sign in with your email and that password.
- If you forget your password, select Forgot password? on the sign-in page. An email with a new link arrives.
- Sign out is at the top right of every page.
- Language: the list next to Sign out changes the language of the app (English or Srpski, Latin script). The app remembers your choice on that phone or computer. Until you choose, it uses your browser’s language.
The first time on a phone or computer you need a connection. After that the app opens without one, and keeps you signed in.
If a page says “Your account does not belong to a company” or “You have no access in company yet”, your invitation is not finished or you have no role yet. Ask your Org Admin.
2. What you see depends on your role
Section titled “2. What you see depends on your role”Custos shows only what your role may do. Your role is chosen by your Org Admin; you can have more than one.
| Role | Typical person | Main things they do |
|---|---|---|
| Worker | Anyone who works on site | Report incidents and near misses, do the actions given to them, fill in forms and checklists, acknowledge documents |
| Supervisor | Team leader | Everything a Worker does, plus look at all reports, assign investigations, review near misses, give and verify actions, see injury rates |
| Safety Manager | The person responsible for safety | Everything a Supervisor does, plus approve closures, decide regulatory cases, enter hours worked, keep the OSHA logs, design forms, keep documents |
| Org Admin | Whoever runs the company’s Custos | Everything a Safety Manager does, plus manage users and sites |
| Guest | A visitor or contractor | Reads and acknowledges the documents given to them, nothing else |
The manuals for each role are in Roles. The header (on a computer) or the bottom bar (on a phone) shows the places you may go: Home, Incidents, Near misses, Actions, Report, Company, and on a computer also Rates, Regulatory, Forms and Documents.
3. Your first screen
Section titled “3. Your first screen”- Home / Dashboard shows what waits for you (drafts to submit, actions to do, documents to acknowledge) and, for Supervisors and above, the company’s figures. See The dashboard.
- A Guest goes straight to My documents.
4. On a phone
Section titled “4. On a phone”Custos is built for the phone first.
- Report (bottom bar) is the quick way to report an incident or near miss, or start a form.
- You can add Custos to your home screen (Add to Home Screen in the browser’s menu). It then opens like an app, and the phone is less likely to clear what is saved for it.
- Photos are taken with the camera and made smaller before they are sent.
5. Working without a signal
Section titled “5. Working without a signal”Reports, forms and acknowledgements can be saved with no connection:
- Do the task as usual. The page says “Saved on this device. It is sent as soon as there is a connection.”
- What you saved shows in its list as not sent yet.
- When the app is open and the connection is back, it is sent by itself, usually within half a minute. Send now does it at once. Sending twice never makes a duplicate.
- If Custos refuses it, it stays in the list with the reason, and you can correct it or Discard it.
When you are offline a yellow bar says so. Some things need a connection: lists of other people’s reports, changing an incident, creating actions. The pages say so when this is the case.
What stays on the phone for you: the company’s sites, your forms to fill in, and the documents you must read (with their PDFs). They are removed when you Sign out. Reports, forms and acknowledgements you have not sent yet stay, and are sent after you sign in again; signing out asks first when any are waiting.
If the yellow bar adds that the browser “may clear what is saved on this device”, add Custos to the home screen to protect it.
6. Language
Section titled “6. Language”Custos speaks English and Serbian (Latin script). Choose the language in the list next to Sign out. Everything follows it: the screens, the messages when something cannot be done, the PDF of a form you fill in, and the sign-in and password pages when you next sign in. Dates and times show in your device’s settings, and for a site in that site’s own time.