System Setup & Administration

Project Settings

• Project > Configure A Client Logo
• Project > Setting Up Project Distribution Groups
• Project > Adding And Managing Users
• Project > Assigning Functions to Users
• Project > Confidential Data Access (Extended Privacy)
• Project > Setting up Auto Sign Out
• See all 14 articles

Administration

• Procore Integration Setup Guide
• Company > Setting Up A Public Contact Form
• Company > Configure Observation Categories and Observation Types
• Company > Worker Reportable Questions
• Company > Configure Inspection KPIs
• Company > Auto-Sign Out Options
• See all 30 articles

HT Sign-in App

• HT Sign-in App > Limited Functionality QR Code
• Flag a worker at sign in if they don't have certain license
• Export an Evacuation Report
• Export Contact Tracing Report
• Overview > HT Sign-in App
• Setting up the HT Sign-in App on your Device
• See all 12 articles

Induction - Creating, Modifying & Previewing

• Induction > Overview
• Induction > Company Induction Setup
• Induction > Project Specific Induction Setup
• Induction > Configuring Induction Checklists
• Induction > Changing the Position of an Induction Section
• Induction > Replacing Induction Slides
• See all 12 articles

Induction Video Upload - VIMEO and YOUTUBE

• Youtube
• Vimeo

Inspections Setup

• Inspections Setup > Adding Custom Fields for Observation Types
• HSEQ Inspections Setup > Creating a Checklist
• HSEQ Inspections Setup > Cloning a Checklist
• HSEQ Inspections Setup > Checklist Question Types Explained
• HSEQ Inspections Setup > Setting Up Checklists with an Audit Score
• HSEQ Inspections Setup > Creating Inspection Categories
• See all 11 articles

Permits To Work

• Overview - Permits To Work
• Permits To Work > Site Diagram - Create, Edit & Delete
• Permits To Work > Creating / Printing / Editing Zones
• Permits To Work > Configuring Permit Types
• Permits To Work > Creating Start, Finish, and Closeout Checklists
• Permits To Work > Setting / Removing Cut-Off Time

SWMS - Safe Work Method Statements

• SWMS - Overview
• SWMS > Configure A Checklist For Reviewing A SWMS
• SWMS > Configure A Checklist For Reviewing A High Risk SWMS
• SWMS > Configure The Review Period For High Risk SWMS

Equipment

• Equipment Induction > Overview
• Equipment > Configuring Equipment Forms
• Equipment > Creating Equipment Induction Forms
• Equipment > Creating Equipment Categories