Administration & Settings
43 articles
- Add colleagues
- Add structures to a location
- Add users to a location
- Address, task and location settings
- App settings
- Archive a structure
- Archive an organisation
- Assign tasks through settings
- Build out the floor plan
- Bundle defaults and visit templates
- Change a structure's plan tier
- Change the report colour to your company palette
- Change your email address
- Configure review requirements for visits
- Create visit templates by organisation, client or location
- Customise tasks
- Dashboards and trend analysis
- Enable tasks and control measures
- General information templates
- Generate a report and finish an assessment
- How do I generate chemical and disenfection certificates?
- How does an integration work?
- Integrate a booking system
- Link locations to a client
- Location dashboard overview
- Manage company certifications
- Manage documents, logbooks and job reports
- Manage subscriptions and billing
- Manage technical recommendations at location level
- Responsibilities template
- Schedule a visit from a template
- Select a replacement
- Send reports by email
- Sensors overview
- Set a replacement
- Set up a client contract
- Set up company and office information
- Set up users at a new location
- System list overview
- Task and building configuration
- Upload files to document storage
- Use the location logbook
- What gets integrated?