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Documents

Documents

Documents is where you build and edit policies, procedures, inductions, checklists, audits and inspections. There is a library of templates to help.

Checklists

Checklists Overview

Implementation - Step 7 - Checklists

Creating A New Checklist

Attaching a Checklist to an Inventory Item

Editing a Published Checklist

Checklist Reporting

Running a Checklist on the App

Using Content Elements and Response Elements

Using Conditional Logic.

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Inductions

Inductions Overview (Building)

Implementation - Step 10 - Inductions

Adding a New Induction

How to check the status of an Induction

Editing an Existing Induction

Duplicating an Induction

Printing QR codes for Inductions

Assigning Inductions to Users

Printing Inductions

How to complete an assigned user Induction

Resuming an Existing Worker Induction

Assigning and Completing a Visitor Induction

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Inspections

Creating a new Inspection

Editing an Inspection

Printing an Inspection Report

Starting an Inspection

Policies

Policies Overview

Implementation - Step 9 - Policies

Managing your Policies

How to View and Accept Policies on the App

Procedures

Procedures Overview

Implementation - Step 6 - Procedures

How to Create and Use Procedures

Adding PPE icons to a Policy or Procedure

Attaching a Procedure to an Inventory Item

Updating a Procedure

Procedure Reporting

Viewing and Accepting a Procedure on the App

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AgAuditor

AgAuditor Overview

Audits Explained

Building an Audit

Running an Audit.

How to edit a published Audit.

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Uploaded Documents

Uploaded Documents Overview

How to Upload a File

How to view an Uploaded File