Help Centre
Accidents / Incidents
- How To Use The Action Board
- How To Create Statistic Reports
- How To Set Notification Rules
- How To Add Actions to Reports
- How To Export Accident/Incident Report Questions & Responses To Excel
- How To Create And Submit A Concern For Welfare Report
- How To Create And Submit An Unsafe Gas Fitting RIDDOR Report
- How To Upgrade A Report to Unsafe Gas Fitting RIDDOR
- How To Use The 'Hide Unsubmitted Accident/Incident Reports' Setting
- How To Set Priority Wording And Default Priority For Reports
- How To Search By Accident/Incident Priority
- How To Report By Accident/Incident Priority
- How To Set Priority On An Accident/Incident Report
RAMS Builder
- How to Create A New COSHH Assessment
- How To Create A New Client And Associate Existing Risk Assessments And Method Statements
- How To Create A New Project
- How To Create A New Method Statement And Associate Risk And COSHH Assessments
- How To Create A New Project And Associate A Client, Site And Documents
Team Engagement
- How To Categorise Toolbox Talks
- How To Create A Group Of Toolbox Talks
- How To Create A Navigation Tab For A Category Of Talks
- How To Use Toolbox Talk Version Numbering
- How To Update A Toolbox Talk
- How To Schedule A Toolbox Talk
- How To Add, Delete And Update Attendees On A Toolbox Talk
- How To Add/Upload A Manual Attendance Register
- How To Add Attendees To A Toolbox Talk By Roles
- How To Add Attendees To A Toolbox Talk By Locations
- How To Use The Dynamic Attendees Feature In Toolbox Talks
- How To Search In The Team Engagement Module
- How To Access A Team Engagement From An Email Reminder
- How To Disable Ad-Hoc Attendees in Team Engagement
Training Matrix
- How To Search for Gaps in Mandatory Training
- How To Assign Mandatory Training to a Job Role and assign a Job Role to an Employee
- How To Update Course Details Through The Master Set Up
- How To Enrol Employees Onto iHasco Courses Within VISION
- How To Update The Status Of A Course
- How To Upload A Certificate To An Employee's Training Record
- How To Setup A New Activity To Record CPD
- How To View And Export CPD For A Certain Date Period
- How To Record A New CPD Entry For An Existing Activity
- How To Create Master CPD Records
- How To Prepare Your Training Matrix To Enable Employees To Record CPD
- How To Set A Search By Using The Bookmark Buttons
- How To Sort By Column And Set As Bookmark
- How To Update A Course Name Directly From The Training Matrix
- How To Access An Employee Training QR Code
- How To Set A Course As Confidential
- How To Create A Master Course
- How To Apply The Same Course Update To A Selection Of Employees
- How To Schedule A Training Matrix Report Using A Saved Search
- How To Delete A Saved Report In The Training Matrix
- How To Set A Saved Report To Inactive
- How To Create A Saved Search In The Training Matrix
- How To Add A Training Course To An Employee
- How To Create A Saved Search and Export The Results To Excel
- How To Bulk Download Certificates By Course
- How To Upload A SCORM File And Assign It To An Employee
- How To Exclude Locations From A Training Matrix Report
- How To Create A Saved Search In The Training Matrix And Export The Results To Excel
- How To Create A CPD Report
- How To Update CPD Points And Hours In A Master Training Record
Settings & System
- How To Configure Single Sign-On For VISION Website
- How To Assign Who Employees Report To Using Hierarchy
- How To Convert Job Titles To Job Roles
- How To Add A New Location To A Group
- How To Group Locations
- How To Set Up Access For An Employee
- How To Create A Webhook In BambooHR
- How To Adjust An Employee's Module Permission Level
- How To Add An Avatar To An Employee
- How To Access An Employee's QR Code Via Settings
- How To Hide An Employee Record
- How To Create A New Job Role And Assign Courses
- How To Bulk Apply The Same Module Permissions To An Employee
- How To Send Invites To Multiple Employees At The Same Time
- How To Include Search Criteria On Excel Downloads
- How To Hide Location Visibility From Module Location Picker Lists
- How To Override Location Visibility From Module Location Picker Lists
- How To Assign A Job Role To An Employee
- How To Bulk Update Employees