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 > Change to another project
• 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
• See all 13 articles

Orientation - Creating, Modifying & Previewing

• Creating, modifying & previewing an orientation > Overview
• Orientation > Company Orientation Setup
• Orientation > Project Specific Orientation Setup
• Orientation > Configuring Orientation Checklists
• Orientation > Changing the Position of an Orientation Section
• Replacing Induction Slides
• See all 11 articles

Induction Video Upload - VIMEO and YOUTUBE

• Youtube
• Vimeo

Inspections Setup

• Inspections Setup > Adding Custom Fields for Observation Types
• 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

• Permits To Work > Overview
• 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

JHA - Job Hazard Analysis

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

Equipment

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