Activity & Organisation Management

Guides for Team Leaders on running the team day-to-day, and for Admins on managing users, teams and features.

Activity Management

• Web Portal - Home Page
• Web Portal - Dashboard Overview
• Viewing Activities
• Managing Schedules
• Journey Planning - Approval Process
• Web Portal - Activities Log
• Plans & Requests
• Check-In Logs and Configuration
• Risk Assessment Answers Log

Organisation Management

• Inviting New Users
• Updating user's details
• Web Portal - Users
• Managing Activity Types
• Configuring and Managing Teams
• Risk Assessments
• Safety Documents
• Sites
• Mass Messaging
• Follow-Up Process