Super User (Admin / Tools)
Admin tools and settings for managing users, centers, checklists, and system setup in 1Place.
80 articles
Watch: 🆕 Health & Safety FeaturesVideo guides for the new Health & Safety update. Watch now: building incident forms, managing fields, and organizing sections. More videos added soon.
General
Quick admin how-tos for managing users, centres, and your 1Place setup.
Get Ready for 1Place: User Guide
Guided Tours for the Things You Need MostUse the buttons below to start easy, step-by-step tours that walk you through the things we get asked about most.
My DetailsThis article explains how to edit your details within 1Place.
Account DetailsThis article will explain how to edit details surrounding your firm within 1Place.
How To: Upgrade your 1Place Subscription PlanThis article explains how to upgrade from a Trial to a Pro Plan.
Customize LabelsThis article will explain how to customize your labels for many different areas of your 1Place instance.
TagsThis article explains how to create new Tags, as well as how they are used within 1Place.
Integrations with other Software ProvidersFind information about our Integrations with Childcare Management System or CRM.
Franchisees (Centers/Services/Stores)This article will explain what the Franchisee tab shows, and how it is useful.
Franchise (Center) TabsThis article will explain how to customise tabs within your 1Place instance.
Add Franchisee Wizard
RoomsThis article will explain the Room Manager within 1Place.
Add Site Wizard
How Do I: Reset User Passwords [videos]This article provides a clear guide to help you change the passwords of other users efficiently.
Incident Email TemplatesCustomise the Incident Email message that is sent to parents / caregivers.
General Troubleshooting Guide: login, access, loading issues
How to renew Credit Card Subscription?
Template Management
Tools and tips for building, editing, and managing checklist templates and surveys.
[Video Tutorial] All about Checklists Module
Checklist How-to Videos [videos]This article contains a collection of videos showing all Checklist related changes
Checklists OverviewLearn how to access checklist templates, create schedules, add exceptions, manage completed tasks, and adjust checklist Settings.
Checklist Template OverviewLearn everything about creating and updating your Checklists, and the different Settings and options to complete Checklists.
Checklist Template SettingsLearn how to use the General Settings, give Users access and change the PDF content of your Checklist Templates.
Checklist Templates Page NavigationRead up on all options for your Checklist Templates
Checklist RegisterThis article will explain the Checklist Register and how to use it.
Checklist VersionsUnderstanding Draft Versions and Publishing Process.
Checklist VersionsUnderstanding Draft Versions and Publishing Process.
Checklist SchedulesLearn how to configure a Schedule for your Checklist if this needs to be completed on a recurring basis.
Survey [video]Create surveys in 1Place for easy checklist completion. Customize, manage efficiently, and save configurations for multiple surveys.
Checklist Template FoldersOrganise your Checklist Templates by creating Folders for a better overview
Checklist Template Sort OrderOrganise your Templates so they appear in a more logical order for those completing the Checklists
Checklist SettingsThis article explains the two checklist settings within 1Place.
Checklist Template Builder (old) [video]This article will explain and give a rundown on how to create a brand new Checklist Template using the old template builder.
Checklist Builder OverviewInstructions on how to navigate the new Checklist Builder
Checklist Builder - GroupsLearn how "grouping" works.
Checklist Builder - Questions
Checklist Question TypesLearn all about the different Question Types you can add in the Checklist
'Select' Question PresetsWe've setup the most commonly used options for the 'Select' question.
Checklist Builder - Rules and Conditions [video]Instructions on how to create and manage Rules and Conditions
Checklist Builder – FormulaInstructions on how to use Formula Question Type
Checklist Publish WizardWhen you Publish your Template or the first time you will need to complete these steps
Reassigning ChecklistsIf you accidentally selected the wrong Centre or Room for your Checklist, you can reassign it to the correct one.
How to Prevent/Remove Overdue Checklists (Exception Calendars Guide) [videos]You can remove checklists from specific dates, date ranges and recurring dates, such as public holidays.
How to Edit Questions with Rules SafelyEditing existing questions that have Rules attached is complex, and may cause data corruption if you too many changes in a without saving.
Restricting Access to Completed Checklists
Reporting Widgets
Learn how to build dashboards, use widgets, and generate reports in 1Place.
Understand Your Reporting (video tutorial included)
Understand Your Reporting - Health & Safety
Health & Safety DashboardThis article will give you an overview of your Health & Safety Dashboard.
Completion Reporting By Exception
Creating a Reporting Dashboard [videos]This article will explain how to configure and create new Reporting Dashboards.
Creating a Summary DashboardThis article explains how to create a new Summary Dashboard.
Widget Types
Email ReportsThis article explains how to create Email Reports within 1Place.
Excel ReportsThis article explains how to export 1Place data into an excel format.
User, Roles & Access
Manage user access, roles, profiles, and permissions across your 1Place setup.
How Do I: Add New Users [videos]
How To : Deactivate User and User's access
ProfilesThis article will explain the settings that allow users to add profiles to their 1Place instance.
Profile Permissions: Add / Edit UserPermissions for your existing (non-Super) Users to manage logins
Profile HierarchySet up profile hierarchy so higher-level users such as Managers or Admins can manage those below them, including adding, editing, or resetting users within the permissions you’ve assigned.
Group ContactsDiscover group contacts: streamlining communication and action management in ticket categories and H&S incident submission notification.
AliasesDiscover Aliases: These are helpful in the sorting of centers and rooms to further automate 1Place.
Show/hide checklist questions by room or center (using Attributes)This article explains how to create new Attributes, as well as how it can make your checklists much more dynamic.
Health & Safety HelpThis article explains how Health & Safety Help can help a user add more detail and explanation to Incident and Hazard fields.
Tickets
Quick guide to managing tickets from registration and categories to reassignment and settings, and a video tutorial.
[Video Tutorial] Tickets
Ticket CategoriesThis article explains how Ticket Categories help automate your 1Place instance.
Category Types [video]This article will explain how Category Types work within your 1Place instance.
Reassign TicketsThis article explains how the Reassign Tickets feature allows users to mass update their tickets within 1Place.
Ticket SettingsThis article explains the single Ticket Setting within 1Place.
Ticket PDF LayoutsThis articles explains how to create layouts for when a user exports Tickets to a PDF format.
Incidents & Hazards
Overview of managing incidents and hazards including categories, types, safety settings, custom fields, process flow, and the hazard register.
Incident TypesThis article will explain how to create new Incident Types, and how to use them when creating new Incidents.
Incident CategoriesThis article explains the Incident Categories tab and how it can help you sort your incidents into groups within 1Place.
Example of Incident Process Flow
Incident PDF LayoutsThis article explains how users can create layouts for when they export Incidents to a PDF format.
Health & Safety Classes [video]This article will explain how Health & Safety classes can further help categorize your Incidents and Hazards.
Health & Safety Custom FieldsThis article explains how to create a Custom Field which can assist in the creation of new Incidents.
Health & Safety SettingsThis article will explain settings that can be changed regarding Health & Safety.
People
Guide to managing People from understanding person types and custom fields to adding people in your account.
Creating 'Person Types'People Types will help streamline which names when logging Incidents
Creating 'Person Custom Fields'If the default fields for a person aren't sufficient to create a Person, you can add as many Custom Fields as required.
Adding 'People' to your systemWe'll describe the 3 options to add / edit 'People' in 1Place
Attaching a Child or Person to a Checklist Template