User manual for "Manage SDS Library" - see how you maintain your SDS library

Manage SDS Library is where you maintain the Safety Data Sheets (SDSs) on each of your locations. This manual covers:

  1. Open a location and find SDSs
  2. Add SDSs to the location
  3. The buttons on each SDS
  4. The ⋮ menu on each SDS
  5. The menu of the location
  6. Move between locations
  7. Work on SDSs from all locations at once

What you see depends on your role and your plan, so some buttons and menu items may be missing for you.

1. Open a location and find SDSs

Click Manage SDS Library in the left menu. When the menu is collapsed, its short name under the icon is SDS Admin. SDS Manager opens your default location. The line at the top shows where you are, for example SDS Library for Acme Manufacturing Inc. › Main Plant › Laboratory. Click a name in that line to go up a level.

A location in Manage SDS Library with the search field, the columns and one SDS

  • Type part of the product name, supplier name, CAS# or UFI# in the search field. The barcode icon in the field lets you scan the barcode on a product.
  • If the location has sub-locations, switch on Include sub-locations to see their SDSs too.
  • Choose a view: General, Hazard, Revision, Risk or Personalized view. On a small screen the views are in a drop-down list. In Personalized view you choose your own columns with the ⊕ button Add more columns.
  • Click a column header to sort the list. Under Substance hazard you can sort by the health (H), safety (S) and environment (E) ratings. H* is the health rating without the hazards of swallowing, and D is the disposal rating. A higher number means a higher hazard.
  • The filter button at the top right lets you filter the list.

2. Add SDSs to the location

Click Add Safety Data Sheet below the list. You can search our global database of 30 million+ SDSs, scan a barcode, take pictures of a label, or upload an SDS PDF file. Users who may not add SDSs see Request Safety Data Sheet to be added to company library instead.

Read more: How to add Safety Data Sheets to your SDS library

3. The buttons on each SDS

4. The ⋮ menu on each SDS

Click ⋮ at the end of the row.

The ⋮ menu of an SDS

5. The menu of the location

Click More options (⋯) at the top right of the page.

The More options menu of a location

6. Move between locations

In the left menu, your locations are listed under Manage SDS Library. The number after a name is the number of SDSs on that location. Hold the mouse over a location to see its buttons:

  • The heart adds the location to My Location List. Your favorite locations are then shown first, under Favorite locations.
  • In Favorite locations, the star sets the location as your default. Your default location opens when you click Manage SDS Library, and its star is yellow.
  • + adds a sub-location under the location.

Add location at the bottom of the list adds a new top-level location. For an overview of all locations, click Locations in the left menu. Read more: How can I create a hierarchy of locations that match our company structure?

7. Work on SDSs from all locations at once

Manage SDS Library shows one location, with its sub-locations if you switch them on. To see and change SDSs from all your locations, click Filter (SDS Filter) in the left menu. Tick the SDSs you want, then use Bulk Action to move or copy them to another location, archive them, compare two SDSs, or set a custom field. Export to XLSX exports the list.

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