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Creating and Managing Access Points in UpKeep Safety

Access Points in UpKeep Safety let you generate location-specific QR codes so team members can quickly submit incident reports from the field

Overview

Access Points in UpKeep Safety let you place a scannable QR code anywhere in your facility — and now a single point can do more than one thing. A QR scan can surface Safety Documents, open the Report a Safety Event form, or both, depending on how you configure it.

This makes Access Points your flexible frontline touchpoint: the chemical drum gets an SDS link, the equipment gets LOTO instructions, and the workstation gets an SOP — all without separate codes.


Key Capabilities

  • Multi-entity type — configure each point as Event, Documentation, or Both

  • Attach documents from all six Safety modules — SDS, LOTO, SOP, JHA, PTW, and Audit

  • Location-aware document picker — surfaces documents relevant to the Access Point's location

  • Full-page create/edit form — replaces the previous modal for a cleaner editing experience

  • List page improvements — type badge, document count, type filter, and an edit pencil for quick access

  • QR modal — "View Public Link" and one-click print from any point


How to Create an Access Point

  1. Open UpKeep Safety and click Access Points in the left-hand menu.

  2. Click + Create Access Point in the top-right corner.

  3. In the full-page form, enter a descriptive Name (e.g., "Lab 1 — Main Entrance") and select the Location.

  4. Choose the Access Point Type:

    • Event — QR scan opens the Safety Event report form

    • Documentation — QR scan surfaces attached Safety documents

    • Both — QR scan gives the user the option to report an event or view documents

  5. If you selected Documentation or Both, use the document picker to attach documents from SDS, LOTO, SOP, JHA, PTW, or Audit. The picker surfaces documents linked to the point's location automatically.

  6. Click Generate QR Code to create the Access Point.

  7. Print and post the QR code in the physical location. Anyone — logged in or not — can scan it.


Editing an Existing Access Point

  1. Navigate to Access Points and locate the point you want to edit.

  2. Click the edit pencil on the list page, or open the point and click Edit.

  3. Update the type, documents, or name as needed.

  4. Click Save.


Managing Access Points

  • Use the Actions menu to Re-download the QR code, Deactivate, or Archive an Access Point.

  • Use the type filter on the list page to quickly view only Event, Documentation, or Both points.

  • The document count badge on each row shows how many docs are attached at a glance.

  • From the QR modal, click View Public Link to share the link directly, or use Print for a one-click physical copy.


Best Practices

  • Match the type to the location — high-hazard equipment benefits from "Both" so technicians can report an incident and pull LOTO instructions from the same scan

  • Attach location-specific docs — the document picker filters by location, so assign documents to locations before creating Access Points

  • Keep names descriptive — include the area and equipment (e.g., "Boiler Room — North Wall")

  • Don't reprint on type change — existing QR codes redirect correctly after an edit; no need to reprint unless the physical label needs updating

  • Train your team — a quick walkthrough of what each scan type does reduces confusion at the point of use


❓ FAQ

Do I need to reprint QR codes after adding documents to an existing Access Point?
No. The QR code URL stays the same. Scans immediately reflect any changes you make to the point's type or attached documents.

Can a single QR code show both documents and the event report form?
Yes — set the type to Both. The scan will give the user the choice between viewing documents and reporting a safety event.

Which document types can I attach?
SDS (Safety Data Sheets), LOTO (Lockout/Tagout), SOP (Standard Operating Procedures), JHA (Job Hazard Analysis), PTW (Permit to Work), and Audit documents.

Can people without a UpKeep login scan the QR code?
Yes. Access Points are public-facing — no login required to report an event or view attached documents.

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