Tutorials

Tutorial

Manage licences and compliance

Track licences, complete job forms, and keep compliance evidence attached to the work.

Steps4
Time5 minutes
Screenshots4
Step 1

Open licences

Use Licences to review worker licences, certifications, expiry dates, and evidence that must stay current.

Manage licences and compliance - Open licences
Screenshot from the running app: Open licences
Step 2

Open forms and compliance

Use Forms and Compliance for SWMS, JSA, checklists, certificates, and other records needed by your business process.

Manage licences and compliance - Open forms and compliance
Screenshot from the running app: Open forms and compliance
Step 3

Attach records to a job

From the job, use the Forms and Compliance area to keep required paperwork with the work record.

Manage licences and compliance - Attach records to a job
Screenshot from the running app: Attach records to a job
Step 4

Review the register

Review the compliance register and export records where required for internal filing or an audit trail.

Manage licences and compliance - Review the register
Screenshot from the running app: Review the register