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Management Portal Features

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?

How do I apply Automatic Clock Outs on my sites?

Assets

How Do I Create/Manage Asset Types?

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 Inspection Types?

How Do I Create An Asset?

How Do I Create/Manage Asset Inspection Checklists?

How do I create an Asset Inspection Schedule?

How Do I Add An External Inspection To An Asset?

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Audits/Inspections

How Do I Create Audit Targets?

How Do I View Audit KPI's?

How Do I Create and Manage Audit Types?

What is a Scored Response Set?

What is a Score Grading Set?

What are Audit Scoring Tags?

Where have my Audit checklists gone?

What are the features of the April 2025 Audit+ Update?

How do I create or manage an Audit group?

How do I create or manage an Audit Template?

How do I manage Audit Notifications?

What is the difference between the Audit and Audit+ Licence?

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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

How do I see all Active clock ins?

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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.

How do I Upload My ID, Training & Qualifications?

Inductions

How do I add content to an Induction?

How do I add Custom Questions to an Induction?

How Do I Add Additional Required Information To An Induction?

How do I create a test for an Induction?

How do I invite contacts to take an Induction?

How do I view induction records and results?

How do I create a declaration for 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?

How do I copy an Induction?

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Integrations API

How Do I Connect My Wallet to Zapier?

What Is The Zapier Event: Risk Assessment Completed?

What Is Zapier Event: Audit Completed?

What Is Zapier Event: Asset Inspected?

How do I add a API Key to My Wallet?

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Issue/Accident/Event Reporting

How Do I Create/Manage Issue Categories?

How Do I Create/Manage Investigation Processes?

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?

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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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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?

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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?

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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?

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?

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PPE Manager

How can I manage Stock at a Location?

How Can I assign PPE To Someone?

How Do I Create A Stock Location?

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

Risk Assessments Feature Overview

How Do I Manage Hazards & Controls?

How Do I Sign A Risk Assessment?

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 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

How do I copy a Risk Assessment?

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Safety Briefings

How do I invite contacts to a safety Briefing?

How do I create follow up actions from a safety Briefing?

How do I create a safety Briefing ?

How do I review/respond to safety Briefing feedback?

How do I publish a safety Briefing?

How to create Briefing Categories

How do I add content a Briefing ?

How do I manage my Briefing Distribution Groups?

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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?

How Do I Disable A Site Gateway Pin

How to set a Site Document to be Available through the Site Gateway

Sites

How Do I Link a Department to my Site?

How Do I Manage A Site?

How to set approved contractors for a Site

How do I add areas to my site?

Site Diary

How do I add records to a Site Diary?

How do I access 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?

How Do I Change A User's Details?

How to reactivate a user once archived?

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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

Address Book

How do I transfer contacts?