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 create an Asset Inspection Schedule?
- How Do I Add An External Inspection To An Asset?
- How Do I set Required Competencies for Assets
- How Do I View Assets With Overdue Inspections or With Active Defects
- How Do I View The Assignment History Of An Asset
- How Do I Access/Download An Asset's QR Code?
- How To Upload Documents Against An Asset
- How Do I Create An Asset?
- How Do I Assign An Asset via the Portal?
- How Do I Create/Manage Asset Inspection Types?
- How Do I Create/Manage Asset Types?
- How Do I Complete an Asset Inspection using a QR Code?
- How Do I View Asset Information?
- What Are Asset Notifications?
- How Do I Create/Manage Asset Inspection Checklists?
Audits/Inspections
- How Do I Create and Manage Audit Types?
- How Do I Create Audit Targets?
- 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?
- How Do I View Audit KPI's?
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?
- How do I apply Automatic Clock Outs on my sites?
Company Documents
Departments
ID & Training
Inductions
- How do I enable Induction review?
- How do I add content to an Induction?
- How do I review an Induction?
- How do I add Custom Questions to an Induction?
- How Do I Add Additional Required Information To An Induction?
- How Do I Set A Default Declaration For All Inductions?
- How do I copy 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?
Integrations API
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?
Jobs
Legislation Register
Lone Working
Org portal
Permit to Work
- How Do I Create a Permit Category?
- How Do I Edit A Permit?
- How Do I View A Site's Permit Dashboard?
- How Do I Copy an existing Permit?
- How Do I Request Changes to a Draft Permit?
- How Do I Extend A Permit?
- How Do I Set A Permit Type To Be Extended?
- What are the features of the December 2025 Permit + Update?
- How do I create a Permit on the Portal?
- How do I Close a Permit on the Portal?
PPE Manager
- How Do I Access PPE Reports
- How Do I View A History Of All PPE Assignments, Removals & Transfers
- 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?
Risk Assessments
- How Do I Create a Manual Upload Risk Assessment
- Risk Assessments Feature Overview
- How Do I Manage The Hospitals That Are Available On Your Wallet
- How do I copy a Risk Assessment?
- 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?
Safety Briefings
- How do I create follow up actions from a safety Briefing?
- How do I manage my Briefing Distribution Groups?
- How do I invite contacts to 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 ?