1. Start on your Dashboard under Reporting and click Records.
2. If you have any previous records they will be listed here, to create a new one select the green Create Record button.
3. There are four different records you can create: Classroom Training, Human Resources, Incident, and Near Miss. Select the one that best applies to your situation.
4. You are only required to fill out the Record Type and Record Name, everything else is optional but beneficial for when you go back to review your record.
5. Adding additional notes is also option. This will allow you to a description to your Record. It would be used to document a training with multiple employees (Classroom Training), a lateness (HR), an accident (Incident), and/or potential accident (Near Miss).
6. You can associate Users to your Record, such as those who attended or those who witnessed a training or incident. Select Save & Continue Edit to continue adding to this record.
7. To add users click on the Users tab at the top of the screen and then select the green Add User(s) To Record button.
If you have you any further questions or are experiencing any difficulties with the the subjects above please submit ticket at the link below:
Someone from our Support Team, including myself, will be in contact with you as soon as possible.