--- title: How to manage and create Hazardous Substances description: Here you will learn how to create and manage your Hazardous Substances list within SiteConnect --- [Skip to content](https://docs.sitesoft.com/how-to-manage-and-create-hazardous-substances#main-content) [![SiteConnect Logos (LinkedIn Post)](https://docs.sitesoft.com/hs-fs/hubfs/SiteConnect%20Logos%20(LinkedIn%20Post).png?width=161&height=26&name=SiteConnect%20Logos%20(LinkedIn%20Post).png)](https://siteconnect.io/gb) Open main navigation Close main navigation - [Portal](https://app.sitesoft.com/) [Portal](https://app.sitesoft.com/) Need help? - There are no suggestions because the search field is empty. 1. [SiteConnect User Guide](https://docs.sitesoft.com/?hsLang=en) 2. [Templates](https://docs.sitesoft.com/templates?hsLang=en) 3. [Hazardous Substances/COSHH](https://docs.sitesoft.com/templates?hsLang=en#hazardous-substances-coshh) # How to manage and create Hazardous Substances ## Here you will learn how to create and manage your Hazardous Substances list within SiteConnect Index: - [Creating Hazardous Substance records](https://docs.sitesoft.com/how-to-manage-and-create-hazardous-substances#createhazardoussubstances) - [Assigning a Hazardous Substance to a project/site](https://docs.sitesoft.com/how-to-manage-and-create-hazardous-substances#assigningahazardoussub) - [How to view, edit, delete or clone a hazardous substance](https://docs.sitesoft.com/how-to-manage-and-create-hazardous-substances#howtovieweditdelete) - [Managing hazardous substances inventory](https://docs.sitesoft.com/how-to-manage-and-create-hazardous-substances#managinghazardoussub) - [Exporting reports for hazardous substances](https://docs.sitesoft.com/how-to-manage-and-create-hazardous-substances#Exportinghazardoussub)   **Please watch the below video on how to add Hazardous Substances to your account and associate them with specific Projects/Sites**   **Hazardous Substances (6:17)**   **Please also scroll down this article for further information...**   ### Creating Hazardous Substances Records:   Within the [SiteConnect web portal](https://app.sitesoft.com/), go to the **Templates** drop down on the left hand side, then select the **Hazardous Substances** option   ![hazardous subs](https://docs.sitesoft.com/hs-fs/hubfs/hazardous%20subs.png?width=153&height=539&name=hazardous%20subs.png)   From here select **Add Hazardous Substance.**   ![Add substance](https://docs.sitesoft.com/hs-fs/hubfs/Add%20substance.webp?width=688&height=65&name=Add%20substance.webp)   In the **Hazardous Substance Form** that appears, you will be able to fill in the following fields:   - **Substance/product** - **What is the risk/related harm?** - **Precautions for use** - **Storage Requirements** - **Select the Hazardous Substance Type** - **Unit Type (this will be automatically populated via the Substance type above it)** - **United Nation (UN) Class & Packaging Group** - **HSNO Classification** - **HSNO Approval # and Group Standard.** - **Expiry Date of the SDS (Safety Data Sheet)**   All fields with an \* in them are required fields and need to be populated before you can **Save** the information   ![Substance wizard](https://docs.sitesoft.com/hs-fs/hubfs/Substance%20wizard.webp?width=688&height=308&name=Substance%20wizard.webp)   Once you have filled in all of your fields and have selected the appropriate options you can then assign the substance to any relevant Projects/Sites (or All of them) and add any relevant PPE or files (SDS) to the substance by clicking on the two black boxes at the bottom.   Click **Add File** to upload your SDS sheets or files from your web browser that are relevant to this hazardous substance.   ![Link to all Projects and Sites](https://docs.sitesoft.com/hs-fs/hubfs/Link%20to%20all%20Projects%20and%20Sites.webp?width=488&height=125&name=Link%20to%20all%20Projects%20and%20Sites.webp) ### Assigning a Hazardous Substance to a Project/Site   Click **Select Projects/Sites** to bring up a dialog box where you can tick the relevant Project or Site (that has been added to your account) and/or search for it.   ![Link to all Projects and Sites-1](https://docs.sitesoft.com/hs-fs/hubfs/Link%20to%20all%20Projects%20and%20Sites-1.webp?width=488&height=125&name=Link%20to%20all%20Projects%20and%20Sites-1.webp) ![Select sites substances](https://docs.sitesoft.com/hs-fs/hubfs/Select%20sites%20substances.webp?width=688&height=608&name=Select%20sites%20substances.webp)   You can also choose to link the substance to all of your available Sites in your account by ticking this option here:   ![Link to all sites](https://docs.sitesoft.com/hs-fs/hubfs/Link%20to%20all%20sites.webp?width=514&height=128&name=Link%20to%20all%20sites.webp)   Once you have completed the fields and added any relevant Projects/Sites or documents to your Substance then click **Save** to finalise this.   ![Save button](https://docs.sitesoft.com/hs-fs/hubfs/Save%20button.webp?width=541&height=125&name=Save%20button.webp)   The substance will then appear in your Hazardous Substance List where you can choose to **View,** **Edit, Clone** or **Delete** it.   This list will display the total Quantity of the substance held across all Project/Sites it is linked to, the max quantity allowed across all of your sites and the SDS expiry date.   ![Substance items](https://docs.sitesoft.com/hs-fs/hubfs/Substance%20items.webp?width=688&height=75&name=Substance%20items.webp) ### **How to View, Edit, Delete or Clone a hazardous substance**   **Viewing** will bring up all the data you have filled in for this substance.   ![Substance details-1](https://docs.sitesoft.com/hs-fs/hubfs/Substance%20details-1.webp?width=688&height=219&name=Substance%20details-1.webp) With this screen, you can bring up the Substance Details, any Files related to that substance and the Projects/Sites that it has been linked to   ![Substance tabs](https://docs.sitesoft.com/hs-fs/hubfs/Substance%20tabs.webp?width=688&height=219&name=Substance%20tabs.webp) **Editing** will bring up the Hazardous Substances Form again so you can alter any details   ![Substance wizard (1)](https://docs.sitesoft.com/hs-fs/hubfs/Substance%20wizard%20(1).webp?width=688&height=308&name=Substance%20wizard%20(1).webp) **Cloning** the substance will make a duplicate copy of that substance which you can edit and change any of the details for.   ![Hydro c,loned](https://docs.sitesoft.com/hs-fs/hubfs/Hydro%20c%2cloned.webp?width=688&height=92&name=Hydro%20c%2cloned.webp)   **Deleting** the substance will remove it from your hazardous substance list.   ![Remove Hazardous Substance](https://docs.sitesoft.com/hs-fs/hubfs/Remove%20Hazardous%20Substance.webp?width=460&height=162&name=Remove%20Hazardous%20Substance.webp) ### **Managing Hazardous Substances Inventory**   To manage the quantities of your Hazardous substances across all of your Sites, you will need to record the actual quantities and maximum allowed quantities at [Site level](https://docs.sitesoft.com/how-to-manage-and-create-hazardous-substances#assigningahazardoussub).   To do this go to the **Sites tab** on the left-hand side main menu and edit the **Site** that you have added the substance to.   ![Edit Site](https://docs.sitesoft.com/hs-fs/hubfs/Edit%20Site.webp?width=688&height=88&name=Edit%20Site.webp)   Then click on **Hazardous Substances** on the right-hand side menu   ![Hazard sub side menu](https://docs.sitesoft.com/hs-fs/hubfs/Hazard%20sub%20side%20menu.webp?width=239&height=612&name=Hazard%20sub%20side%20menu.webp)   This will then display all of the Hazardous Substances from your master list that have been linked to this particular Project/Site.     ![Hazard A11](https://docs.sitesoft.com/hs-fs/hubfs/Hazard%20A11.webp?width=688&height=118&name=Hazard%20A11.webp) You can add any Substances from your Master list by clicking Menu, then click either Link All Hazardous Substances (to bring every substance from your master list to this Site) or Link Hazardous Substances to select specific ones.   ![Link Substances](https://docs.sitesoft.com/hs-fs/hubfs/Link%20Substances.webp?width=504&height=372&name=Link%20Substances.webp)   You can also unlink any Substances you wish from this menu as well. To select certain ones to unlink, tick them within the list first, then click **Menu\> Unlink Selected Hazardous Substances.**   You can also add a New one from scratch from this screen which will automatically link to this Site. Just click on the +New button to do so.   **![New substance](https://docs.sitesoft.com/hs-fs/hubfs/New%20substance.webp?width=688&height=118&name=New%20substance.webp)**   From this screen you will see the columns Quantity, Max Quantity Allowed, Location and SDS Expires At. To fill in these items, click on Edit   **![Edit sub](https://docs.sitesoft.com/hs-fs/hubfs/Edit%20sub.webp?width=688&height=118&name=Edit%20sub.webp)**   You will be presented the following dialog box where you can fill the following details out   - Quantity on Site - Max Quantity allowed for this Site - Location of the Safety Data Sheet - Location of Hazardous Substance   You can record liquids in litres, fl.oz, gallons and solids or gases in kilograms pounds or ounces.   **![Hazardous inventory](https://docs.sitesoft.com/hs-fs/hubfs/Hazardous%20inventory.webp?width=688&height=306&name=Hazardous%20inventory.webp)**   Once you have input this information, click on Update.   **![Update Substance](https://docs.sitesoft.com/hs-fs/hubfs/Update%20Substance.webp?width=688&height=306&name=Update%20Substance.webp)**   The quantities held and max allowed quantities will display in the Hazardous Substance List for the relevant Site.   **![Details updated](https://docs.sitesoft.com/hs-fs/hubfs/Details%20updated.webp?width=688&height=87&name=Details%20updated.webp)**   Please note that the SDS expiry date will need to be input from your Master Hazardous Substance's list, which you can access from the main menu by clicking on Templates, then Hazardous Substances in the web portal.   **Please note there are currently no automatic notifications sent for the expiry date of Safety Data Sheets.**   To see the total inventory across ALL Sites that this substance is linked to, go to your Master Hazardous Substances list by clicking on Templates, then Hazardous Substances on the left-hand side of the web portal   **![hazardous subs-1](https://docs.sitesoft.com/hs-fs/hubfs/hazardous%20subs-1.png?width=196&height=690&name=hazardous%20subs-1.png)** If you then search for the substance within this list, you can see the TOTAL Quantity across all Sites it is linked to.   ![total quantity](https://docs.sitesoft.com/hs-fs/hubfs/total%20quantity.webp?width=688&height=77&name=total%20quantity.webp) If you add a substance to multiple Sites and add different quantities for each Site, your Master Hazardous Substance list will update and show the total quantity of each item as well as the total **Max Quantity** that is allowed for that substance.   ### Exporting Hazardous Substances   **There are two ways to export a report regarding a hazardous substance.**   **For a Site report of all Hazardous Substances** located on that Site, click **Edit** on the Site you want to gather the Report for from your **Sites** list.   Then click on **Hazardous Substances Tab** on the right-hand side menu   ![Hazard sub side menu (1)](https://docs.sitesoft.com/hs-fs/hubfs/Hazard%20sub%20side%20menu%20(1).webp?width=239&height=612&name=Hazard%20sub%20side%20menu%20(1).webp)   This will then display all of the Hazardous Substances from your master list that have been linked to this particular Site.   ![Hazard A11 (1)](https://docs.sitesoft.com/hs-fs/hubfs/Hazard%20A11%20(1).webp?width=688&height=118&name=Hazard%20A11%20(1).webp)   To export an Excel report of these substances for this Site, click on Menu, then **Export All to CSV.**   **![Export all to CSV](https://docs.sitesoft.com/hs-fs/hubfs/Export%20all%20to%20CSV.webp?width=510&height=387&name=Export%20all%20to%20CSV.webp)** This will download a CSV report which will contain all inputted information for each onsite substance taken from the Master Substance list as well as site specific information such as quantity, max quantity allowed and the location of the substance onsite.   You can also choose to download a PDF report by clicking on **Export All to PDF** (this report is not editable)   **The second way to export Hazardous Substance reports is for a report of your Master List.**   To do this, go to **Templates\> Hazardous Substances** from the left-hand side menu of the web portal   **![hazardous subs-1](https://docs.sitesoft.com/hs-fs/hubfs/hazardous%20subs-1.png?width=196&height=690&name=hazardous%20subs-1.png)**   **This will take you to your Hazardous Substances Master List. 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AU & NZ• support@siteconnect.io • NZ 0800 748 763 • AU 1300 637 183 UK • support.uk@siteconnect.io • +44 333 043 5727 Copyright © 2026, SiteConnect.io Limited ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "caption" : { "@type" : "MediaObject", "contentUrl" : "https://docs.sitesoft.com/media-transcripts/144219603779/en.vtt", "inLanguage" : "en", "name" : "en Captions" }, "contentUrl" : "https://8030145.fs1.hubspotusercontent-na1.net/hubfs/8030145/Hazardous%20Substances%202023%20RELEASE.mp4", "dateModified" : "2025-09-04T04:28:14.010Z", "duration" : "PT6M17.6S", "height" : 720, "name" : "Hazardous Substances 2023 RELEASE", "thumbnailUrl" : "https://8030145.fs1.hubspotusercontent-na1.net/hubfs/8030145/Hazardous%20Substances%202023%20RELEASE.mp4/medium.jpg", "uploadDate" : "2023-11-07T02:51:14.417Z", "width" : 1280 } ```