Help Centre
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
Toolbox Talks
- 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
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
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