Recent Articles
How to Add Locations When Sending a Form
You can distribute your fillable forms to recipients directly from the Form Templates List with locations. Navigate to the menu bar icon and click Smart Forms under Quality + Safety. Select Templates and you will see a list of forms you currently ...
Site Manager Overview | Tablet
The Site Manager Module allows users to manage, create and review Site related activity like ITP's, Defects, SWMS, Incidents, Inspections and much more. Access Site Manager In the Home Screen tap on Site Manager The Site Manager Screen Here you can ...
Smart Form Submissions | Tablet
Depending on the form permissions - This will determine who has access to the submission SmartForms allow you to manage all your induction forms in one place — track progress, follow up, and ensure compliance effortlessly. Here’s how to get started: ...
How to Change Email Address | Tablet
Navigate to the menu bar icon and click Contacts. Begin by searching for the user using the Search bar. Once the user is found, click on the vertical ellipsis (...) button on the far right of the screen and select Change Email. A prompt will appear ...
How to Deactivate User Account | Tablet
Navigate to the menu bar icon and select Contacts. Search for User Search for the user you wish to de-activate in the search field. Additional filters can be accessed via the side menu by selecting the filter toggle. Additional filters and Presets ...