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How To Videos & Guides
Getting Started!
Company Settings
Form Designer
Incident, Investigations & Analytics
Employee Management
Asset Management, Action items & Analytics
How To Videos & Guides
Mobile App
Company Settings
Employees
Form Designer
Assets
Investigations
My Tasks (Reminders & Action Items)
Dashboard
Audit
Company Forms
Resources
Daily Toolbox Talks
Safety Meetings
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Help Center
How To Videos & Guides
Getting Started!
Company Settings
Form Designer
Incident, Investigations & Analytics
Employee Management
Asset Management, Action items & Analytics
How To Videos & Guides
Mobile App
Company Settings
Employees
Form Designer
Assets
Investigations
My Tasks (Reminders & Action Items)
Dashboard
Audit
Company Forms
Resources
Daily Toolbox Talks
Safety Meetings
How To Videos & Guides
Explore guides and videos broken down by each area of the software.
Mobile App
Mobile App Overview
How can I share a form with a client from the Mobile App?
Company Settings
How to upload Reference Documents
What is the Form Designer?
How can I deactivate a site?
How can I add a new site to the system?
How to add, update, or change a site, supervisor or HSE supervisor
How to add or edit an Asset Property
Add a new Asset Type
Add new employee tag
HSE Incident Report Recipients
Add and assign orientation training courses in the system
How do I schedule tasks/reminders?
What are Schedulers?
What are Sites & Supervisors?
What are Areas & Managers?
What are Uploadable Certificates?
What are Asset Definitions?
See more
Employees
How to Invite Your Workforce
What is the Training Matrix and how does it function?
How to invite a worker or new employee
How does the expiry notification work for certificates?
How can I find the training course library?
How can I add a training certificate to my profile?
Adding employee hours worked from the past
What are the Roles & Permission levels in the software?
How can I pull a report of all my worker's certificates?
How can I build my own training course?
How can I assign a training course to my employees?
How can I add certifications or tickets to a worker's profile?
How do I reset or change my password?
How can I design my Custom Certificates?
How can I upload my company's orientation or custom training course?
How to update/change your password in the software
How can I change my password?
Add employees hours worked
Change an employee's email address
How to reset login info for inactive employees
Employee Section Overview
How to create and track an onboarding checklist or competency form
What are Employee Tags?
See more
Form Designer
What is the Inspection Element?
What is the Action Item Element?
How can I create a form?
Assets
What is the repair log?
How can I add a new Asset category?
Add in an Asset, after creating your Asset Definitions
How can I build an equipment inspection form?
How can I edit or update an Asset
How can I attach a receipt to an asset?
How do I create a Preventative Maintenance schedule?
How to attach Migratable Inspections or Inspections that are missing
See more
Investigations
How do I complete an Investigation?
How can I create an incident or near miss report?
How can I review an Incident report and assign it for Investigation?
How can I add an external document such as a second witness statement to an Investigation?
My Tasks (Reminders & Action Items)
How can I track & assign corrective actions reported by the workforce?
Dashboard
How to adjust Email Notifications
How can I customize my Dashboard?
How is TRIF calculated on your dashboard?
Audit
How can I Invite an Auditor into the system?
Company Forms
How can I save a PDF of a document to my device in the Web App?
How to complete a BBO, Hazard ID or Near Miss
Create a new FLHA (Field Level Hazard Assessment)
