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Creating and Managing Access Points in UpKeep Safety

Learn how to create, configure, and edit Access Points—QR-code touchpoints that let users report safety events or access safety documents on the spot, with or without identification.

Overview

Access Points in UpKeep Safety act as physical gateways for your frontline team. By scanning location-specific QR codes, employees and visitors can instantly view attached safety documentation, report a safety event, or do both—all without needing a system login.


Key Capabilities

  • Multi-Entity Access — Configure points for Event Reporting, Documentation, or Both.

  • Anonymous Safety Reporting — Allow users to submit public safety events without entering their name or email.

  • Require Identification Toggle — Turn on forced identification where policy dictates, or disable it to enable anonymous reporting.

  • Location-Aware Document Picker — Attach documents (SDS, LOTO, SOP, JHA, PTW, and Audit) linked to the point's physical location.

  • Admin-Side Tracking — View anonymized reports marked clearly as Anonymous on the safety event.

  • Printable QR Signs & Custom Sizing — Generate QR code signs with custom sizing options to easily fit your facility's physical posting needs.


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., "Boiler Room — North Wall") and select the Location.

  4. Under Access Point Type, choose from:

    • Event — Opens the Safety Event report form.

    • Documentation — Surfaces attached Safety documents.

    • Both — Gives users the option to report an event or view documents.

  5. Configure the Require identification toggle:

    • Enabled — Users must provide their name and email to submit an event.

    • Disabled (Anonymous Reporting) — Users can submit safety events anonymously.

  6. 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.

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

  8. Select your preferred Print Sizing Option from the new custom layout manager to match your floor posting requirements. Print and post your QR code sign in the physical location.


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, attached documents, or the Require identification toggle status.

  4. Click Save. (Note: Existing QR codes redirect correctly after an edit; no need to reprint physical labels!)


Best Practices

  • Lower friction with anonymity — Leave "Require identification" toggled off in common areas or high-hazard zones to encourage immediate hazard reporting.

  • Force identification for audits — Enable the "Require identification" toggle on Access Points designated for formal compliance inspections or safety audits.

  • Descriptive naming — Keep names highly descriptive (e.g., "Chemical Storage Room — Row B") so reports are easily triaged.

  • Pre-assign documents to locations — Ensure SDS, LOTO, and SOP files are linked to the location first so the location-aware picker works seamlessly during Access Point creation.

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