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General Functionality
- Generate a Workforce Connect Executive Summary
- Full Workforce Connect Guide
- How to set up Notifications in the Performance Console
- Filtering Safe365 Reports by Date Range
- How to Export Safe365 Reports
- Accessing Workforce Connect Logs
- How to Export a Single Report to CSV
- Archiving Reports in Safe365
- Deleting a Report in Safe365
- Un-archiving Reports in Safe365
- Implementing SSO with Safe365
- How to disable Staff receiving a copy of submitted reports
- Bulk Close Reports
Working with Reports
- How to Close a Report
- Convert a Report (Administrator Only)
- Adding Notes to a Report
- Editing Reports (Administrators Only)
- Create an Action within a Report
- Download PDF Reports from the Performance Dashboard
- How to Upload Documents to Safe365 Reports
- Update a report Status
- Link Reports to your Risks
Checklists
- How to Create a Checklist
- How to Archive Checklists Reports
- How to Close/Complete Checklist Reports
- Setting up Checklist Notifications
- How to Edit a Checklist
- Create a QR Code for a Checklist
- How to Activate a Checklist
- Share a Checklist
- Checklist Answer Types Explained
- Adding Files within a Checklist
- Clone a Checklist
- Creating an Action linked to a Checklist
- Create a Repeating Reminder for a Checklist