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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
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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?
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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?
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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?
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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?
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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?
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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?
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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?
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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?
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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?
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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?
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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?
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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?
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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?
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