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?
- How Do I Create An Audit Schedule?
Address Book
Contacts
Device Compatibility
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?
- 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?
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?
- How Do I Add Shortcuts On The App?
Your Account
- How Do I Log In To The Work Wallet Portal?
- How Do I Logout Of The App & Switch Wallet?
- How Do I Switch Wallets On The 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?