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Getting Started

Getting Started

Information to help get you setup on Work Wallet in your first few weeks using the platform.

Getting Started with each Module

How Do I Get Started With Assets?

How Do I Get Started With Briefings?

How Do I Get Started With Issue Reporting?

How Do I Get Started With Inductions?

How Do I Create My First Job?

How Do I Create My First Risk Assessment?

How Do I Issue Report Through The QR Code?

How Do I Create A Briefing?

How Do I Add Content To A Briefing?

How Do I Invite Contacts To A Briefing?

How Do I Publish A Briefing?

How Do I Review/Respond to Briefing Feedback?

How Do I Create Follow Up Actions From A Briefing?

How Do I Create An In-Person Briefing In The App?

How Do I Add a Site Document

How Do I Carry Out An Audit?

How Do I Add Supporting Documents To An Audit?

How Do I Create A Risk Assessment For A Job?

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Address Book

How Do I Create A New Site?

How Do I Create A New Company?

What Are The Different Site Types?

How Do I Add A Company Logo?

Contacts

How do I create a Contact?

Device Compatibility

What Is The Supported Browser Policy?

What Are The Supported Mobile Device Platforms?

Users

How Do I Add ID, Qualification or Training Records against a User or Contact?

How Do I Manage User Licences?

How Do I Create a New User?

What's The Difference Between Contacts and Users?

How do I disable/archive a user

How Do I Change A User's Access Level?

How do I set a user as a Site Manager?

What are the Different User Permissions and What Access do they give?

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Wallet Settings

How Do I Purchase a Site Public Reporting QR Licence and Allocate to Site?

How Do I Purchase A Site Gateway Licence And Allocate To Site?

How Do I Manage My Subscription and Licences?

How Do I Manage Departments?

How Do I Create My Own ID Document Types

How Do I Create or manage ID, Training & Qualification Types?

How Do I Change Language Settings?

How Do I Create/Manage Job Roles?

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Your Account

How Do I Log In To The Work Wallet Portal?

What Do I Do When I've Forgotten My Password?

How Do I Download And Log In To The App?

How Do I View My Actions?

How Do I: Actions Overview - Creating, Assigning & Updating?

How Do I Accept An Invite To A Company's Wallet?

How Do I Change My Password?

How Do I Logout Of The App & Switch Wallet?

How Do I Switch Wallets On The Portal?

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