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How To Videos & Guides
Explore guides and videos broken down by each area of the software.
Mobile App
Company Settings
- 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 print your complete manual as a PDF
- How to add or edit an Asset Property
- Add a new Asset Type
- Add Uploadable Certifications
- 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?
- How to upload Reference Documents
Employees
- 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?
- How to Invite Your Workforce
Form Designer
Assets
- 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
- What is the repair log?