Super User (Admin / Tools)
Admin tools and settings for managing users, centers, checklists, and system setup in 1Place.
100 articles
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.
- How To: Upgrade your 1Place Subscription PlanThis article explains how to upgrade from a Trial to a Pro Plan.
- How to Manage Your 1Place SubscriptionThis guide helps you manage your organization's 1Place subscription, including payment details, accessing implementation support, and adjusting locations as your needs change.
- 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.
- Customize LabelsThis article will explain how to customize your labels for many different areas of your 1Place instance.
- 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.
- General Troubleshooting Guide: login, access, loading issues
- TagsThis article explains how to create new Tags, as well as how they are used within 1Place.
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.
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 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 Settings
- 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
- Checklist: Why does my team's checklist remain in the Overdue section even though it’s completed?For: Center Managers, Team Leaders
Health & Safety (Incidents, Accidents, Illness, Trauma)
Overview of managing incidents including categories, types, safety settings, custom fields, process flow, and the hazard register.
- Watch: Health & Safety FeaturesVideo guides for the v2 Health & Safety. Watch now: building incident forms, managing fields, and organizing sections.
- H&S 1 - Introduction to the Incident Form Builder
- H&S 2 - Creating your First Incident Type
- H&S 3 - Managing Default Fields
- H&S 4 - Organising your Form with Groupings (Details vs Investigation)
- H&S 5 - Adding Questions and Conditional Rules
- H&S 6 - Setting Up Signature Tracking
- H&S 7 - Advanced Signature Options
- H&S 8 - Publishing an Incident Type/Incident Categories
- H&S 9 - Managing Versions and Incident Types
- H&S 10 - Converting V1 incident forms to V2
- 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 Email TemplatesCustomise the Incident Email message that is sent to parents / caregivers.
- How to send and download Incident PDFs?
- Incident PDF LayoutsThis article explains how users can create layouts for when they export Incidents to a PDF format.
- How do users get notified when a Hazard or Incident is submitted?
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.
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.
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
Documents
Articles on how Documents module works and can be configured
- 0. Documents Feature - Pilot User Guide DirectoryWelcome to the Documents Feature Pilot!
- 1. Understanding Document Types - Overview & SettingsFor: Admin/Super Users
- 2. Creating Document Types - Step-by-Step GuideFor: Admin/Super Users
- 3. Setting Up Expiry Settings & NotificationsFor: Admin/Super Users
- 4. Grant Access to Your TeamFor: Admin/Super Users
- 5. Using 'My Documents'For: Educators, Staff, and All Team Members
- 6. Using People Document RegisterFor: Center Managers, Admins, and Compliance Officers
- 7. Using Center/Service Document RegisterFor: Center/Service Directors, Admins, and Compliance Officers
- 8. Understanding Document Statuses - Completion & ExpiryFor: All Users - Admins, Center Directors, Educators, and Staff
- 9. What's Coming Next - Upcoming Documents FeaturesFor: All Users - Preview of Future Enhancements
- Policies and ProceduresFor Super Users, Managers, Owner