Navigating and configuring your dashboard
- Go to My Account > Dashboard Settings
- Assign tiles to up to four dashboard areas
- Add or reorder tiles as needed, then save changes
Sorting and filtering lists
- On any list (Personnel, Equipment, etc.):
- Click column headers to sort
- Use filters to narrow by employer, date, or custom field
Notification types and delivery
- You’ll receive alerts for items like RAMS approvals, permit expiry, inspection assignments
- Adjust preferences under My Account > Notification Preferences
- Choose project-specific or company-wide notification delivery
What are reference numbers?
Each item created (observation, permit, incident, meeting, etc.) gets a unique reference ID you can use to search. These appear in the “Ref” column and are clickable.
Changing language or localization
- If multi-language is enabled, switch language via footer dropdown
- Supported languages vary by region (e.g., English, Spanish, Simplified Chinese)