Support Home
Go to work-wallet.com
Management Portal Features
Getting Started
Getting Started with each Module
Device Compatibility
Your Account
Address Book
Users
Wallet Settings
Management Portal Features
Assets
Audits/Inspections
Issue/Accident/Event Reporting
Permit to Work
Site Gateway
Site Diary
Lone Working
Jobs
Inductions
Safety Briefings
PPE Manager
Risk Assessments
Safety Cards
Company Documents
Departments
Integrations API
Org portal
Clock I/O
Mobile App Features
Assets
Permits
Company Documents
Jobs
Risk Assessments
Site Diary
Audits
Issue/Accident/Event Reporting
General App Settings
PPE
Back to home
Support Home
Management Portal Features
Getting Started
Getting Started with each Module
Device Compatibility
Your Account
Address Book
Users
Wallet Settings
Management Portal Features
Assets
Audits/Inspections
Issue/Accident/Event Reporting
Permit to Work
Site Gateway
Site Diary
Lone Working
Jobs
Inductions
Safety Briefings
PPE Manager
Risk Assessments
Safety Cards
Company Documents
Departments
Integrations API
Org portal
Clock I/O
Mobile App Features
Assets
Permits
Company Documents
Jobs
Risk Assessments
Site Diary
Audits
Issue/Accident/Event Reporting
General App Settings
PPE
Management Portal Features
A run through of each feature within the management portal and common ways for how best to use them.
Assets
How Do I Complete an Asset Inspection using a QR Code?
How Do I View Asset Information?
How Do I Assign An Asset?
What Are Asset Notifications?
How Do I Create/Manage Asset Types?
How Do I Create/Manage Asset Inspection Types?
How Do I Create An Asset?
How Do I Create/Manage Asset Inspection Checklists?
See more
Audits/Inspections
How Do I Close An Audit?
How Do I Assign Actions to Audit Observations?
How Do I Complete an Audit?
How Do I Modify The Audit Design Template
How Do I Add Score Gradings to Audit Types
What Are Audit Scoring Options?
How Do I Manage Audit Questions?
How Do I Create An Audit Schedule?
How Do I Create Audit Targets?
How Do I View Audit KPI's?
How Do I Create Tags for Audit Checklists?
How Do I Create An Audit?
See more
Issue/Accident/Event Reporting
How Do I Create the Issue Category Workflow?
How Do I Progress a Report to Closed?
How Do I Convert a Pending Text Message Report?
How Do I Create a new Issue Report?
How Do I Organise Actions for an Incident Report?
How Do I Create/Manage Issue Categories?
How Do I Edit a Published Issue Category Workflow?
How Do I Create/Manage Investigation Processes?
How Do I Create/Manage Root Cause Analysis Categories?
How Do I Create/Manage Issue Notification Rules?
How Do I Filter KPIs of Reported Issues?
How do I close an Incident Report?
See more
Permit to Work
How do I create a Permit Category?
How do I create a Permit on the Portal?
How do I view a Live Permit through the Gateway?
How do I submit a Permit through the Gateway?
How do I Close a Permit on the Portal?
How do I create a Permit to Work?
How Do I Edit A Permit?
See more
Site Gateway
How do I take an Induction through the Gateway?
How do I view a Site Briefing through the Gateway?
How do I take an Induction through the Gateway?
How do I access a Site Gateway?
How do I set up and manage a Site Gateway?
How Do I Download A QR Code?
See more
Site Diary
How do I access a Site Diary?
How do I add records to a Site Diary?
How do I create Site Diary Note types?
Lone Working
How do I set a Job as Lone Working?
How do I Clock into a General Location?
How do I set Lone Worker check ins at a General Location?
How do I enable Lone Worker check ins at a Site?
How do I set up failed Lone Worker notifications?
How do I set Failed Lone Worker Notifications?
See more
Jobs
What's the difference between a Contractor and Work Requirement?
How do I create/manage Job Requirements?
How can I review supplied information for Job Requirements?
How do I add requirements to a Job?
How does a Contractor complete their requirements?
How do I assign a contractor to a Job?
See more
Inductions
How do I view induction records and results?
How do I invite contacts to take an Induction?
How do I add custom questions to an Induction?
How do I create a declaration for an Induction?
How do I add additional required information to an Induction?
How do I create a test for an Induction?
How do I add content to an Induction?
How do I create an Induction?
How do I enable Induction review?
How do I review an Induction?
See more
Safety Briefings
How to create Briefing Categories
How do I review/respond to Briefing feedback?
How do I invite contacts to a Briefing?
How do I create follow up actions from a Briefing?
How do I publish a Briefing?
How do I create a Briefing ?
How do I add content a Briefing ?
How do I manage my Briefing Distribution Groups?
See more
PPE Manager
How Do I Create A Stock Location?
How can I manage Stock at a Location?
How Can I assign PPE To Someone?
How can I see what PPE someone has currently assigned?
How Can I check Who Made Changes To The Stock At A Location?
See more
Risk Assessments
What Are Risk Assessment Distributions?
How Do I Modify A Base Task To A Point Of Work Assessment?
How Do I Modify The Risk Assessment Design Template?
How Do I Sign A Risk Assessment?
How Do I Translate A Risk Assessment?
How Do I Create PPE Types?
How Do I Manage Hazards & Controls?
How Do I Upload A COSHH Assessments?
What Is A Risk Assessments Feature Overview?
How Do I Create A Risk Assessment Distribution List?
What Are Tasks Within A Risk Assessment?
See more
Safety Cards
What Is A Safety Card?
Company Documents
How Do I Add A Company Document?
Departments
How Do I Set Up A Department?
Integrations API
What Is Zapier Event: Asset Inspected?
What Is The Zapier Event: Risk Assessment Completed?
What Is Zapier Event: Audit Completed?
How Do I Connect My Wallet to Zapier?
How do I add a API Key to My Wallet?
See more
Org portal
How do I add users to my Organisation Portal?
How do I access my Organisation Portal?
How do I disable users or change their access from my Organisation Portal?
Clock I/O
How do I manually create a Clock InRecord?
How do I view Clock In and Out Records?
How do I Clock into a Job.
How do I Clock into a Site?
How do I manually create a Clock Out Record?
See more
