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Management Portal Features
Getting Started
Getting Started with each Module
Address Book
Contacts
Device Compatibility
Users
Wallet Settings
Your Account
Management Portal Features
Assets
Audits/Inspections
Clock I/O
Company Documents
Departments
ID & Training
Inductions
Integrations API
Issue/Accident/Event Reporting
Jobs
Legislation Register
Lone Working
Org portal
Permit to Work
PPE Manager
Risk Assessments
Safety Briefings
Safety Cards
Settings
Site Gateway
Sites
Site Diary
User Management
Work Wallet Setup
Mobile App Features
Audits
Assets
Clocking In/Out
Company Documents
General App Settings
Issue/Accident/Event Reporting
Jobs
Kiosk
Permits
PPE
Risk Assessments
Site Diary
Logging out
Contractor Gateway & Kiosk Features
Briefings
Clocking In/Out
Inductions
Issue Reporting
Permits
Risk Assessment
Back to home
Support Home
Management Portal Features
Getting Started
Getting Started with each Module
Address Book
Contacts
Device Compatibility
Users
Wallet Settings
Your Account
Management Portal Features
Assets
Audits/Inspections
Clock I/O
Company Documents
Departments
ID & Training
Inductions
Integrations API
Issue/Accident/Event Reporting
Jobs
Legislation Register
Lone Working
Org portal
Permit to Work
PPE Manager
Risk Assessments
Safety Briefings
Safety Cards
Settings
Site Gateway
Sites
Site Diary
User Management
Work Wallet Setup
Mobile App Features
Audits
Assets
Clocking In/Out
Company Documents
General App Settings
Issue/Accident/Event Reporting
Jobs
Kiosk
Permits
PPE
Risk Assessments
Site Diary
Logging out
Contractor Gateway & Kiosk Features
Briefings
Clocking In/Out
Inductions
Issue Reporting
Permits
Risk Assessment
Management Portal Features
A run through of each feature within the management portal and common ways for how best to use them.
How Do I Access User Records?
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?
How do I create an Asset Inspection Schedule?
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?
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Clock I/O
How do I manually create a Clock In Record?
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?
How Do I View Clock In/Out Restriction Logs?
How Do I Set Up Clocking In Restrictions?
How to View/Edit Clocking In Restrictions
See more
Company Documents
How Do I Add A Company Document?
Departments
How Do I Set Up A Department?
ID & Training
How Do I Create ID Type Variants?
How Do I View all ID & Training Records.
Inductions
How Do I Add Additional Required Information To An Induction?
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 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?
How Do I Set A Default Declaration For All Inductions?
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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
Issue/Accident/Event Reporting
How Do I Create/Manage Investigation Processes?
How Do I Create/Manage Issue Categories?
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 Edit a Published Issue Category Workflow?
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
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
Legislation Register
How Do I Link Controls To Legislation?
How Do I Change The Status Of Legislation?
How Do I Add Evidence To Legislation?
How Do I Add New Legislation?
How Do I Access The Legislation Register?
See more
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 Location Validation for Clocking In?
How do I set Failed Lone Worker Notifications?
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?
Permit to Work
How do I create a Permit Category?
How do I create a Permit on the Portal?
How do I Close a Permit on the Portal?
How do I create a Permit to Work?
How Do I Edit A Permit?
How Do I View A Site's Permit Dashboard?
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
Risk Assessments Feature Overview
How Do I Manage Hazards & Controls?
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 Upload A COSHH Assessments?
How Do I Create A Risk Assessment Distribution List?
What Are Tasks Within A Risk Assessment?
How Do I Create a Manual Upload Risk Assessment
How Do I Manage The Hospitals That Are Available On Your Wallet
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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?
See more
Safety Cards
What Is A Safety Card?
Settings
How do I Enable Action Email Notifications?
How do I set up an App Alert
How Do I Enable/Disable Support Access?
How Do I Change The App Safety Message?
Site Gateway
How Do I Set up and Manage a Site Gateway?
How Do I Download A QR Code?
Sites
How Do I Link a Department to my Site?
How Do I Manage A Site?
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?
User Management
How Do I Add/Change PIN Number For A User & Contact?
How do I access a Contacts Records?
How do I manage how often users have to log into their app?
Work Wallet Setup
How Do I Use The Glossary Translations?
How Do I Enable /Disable Action Email Notifications?
How Do I Create/Manage User Groups?
How do I set Job Role compliance requirements