Super User (Admin / Tools)
Admin tools and settings for managing users, centers, checklists, and system setup in 1Place.
77 articles
General
Quick admin how-tos for managing users, centres, and your 1Place setup.
How Do I: Reset User PasswordsThis article provides a clear guide to help you change the passwords of other users efficiently.
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.
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 and how you can request new ones.
Incident Email TemplatesCustomise the Incident Email message that is sent to parents / caregivers.
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
Get Ready for 1Place: User Guide
How To: Upgrade your 1Place Subscription PlanThis article explains how to upgrade from a Trial to a Pro Plan.
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.
Trouble logging in or accessing the Admin Portal
Template Management
Tools and tips for building, editing, and managing checklist templates and surveys.
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 SchedulesLearn how to configure a Schedule for your Checklist if this needs to be completed on a recurring basis.
Checklist VersionsUnderstanding Draft Versions and Publishing Process.
Checklist Templates Page NavigationRead up on all options for your Checklist Templates
Checklist VersionsUnderstanding Draft Versions and Publishing Process.
SurveyCreate surveys in 1Place for easy checklist completion. Customize, manage efficiently, and save configurations for multiple surveys.
Checklist RegisterThis article will explain the Checklist Register and how to use it.
Checklist How-to VideosThis article contains a collection of videos showing all Checklist related changes
Checklist Exception CalendarsYou can now block out specific dates, date ranges and recurring dates that should be excluded from checklist schedules.
Reassigning ChecklistsIf you accidentally selected the wrong Centre or Room for your Checklist, you can reassign it to the correct one.
Checklist Template Builder (old)This article will explain and give a rundown on how to create a brand new Checklist Template using the old template builder.
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 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 ConditionsInstructions 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
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.
[Video Tutorial] All about Checklists Module
Checklist SettingsThis article explains the two checklist settings within 1Place.
Checklists OverviewLearn how to access checklist templates, create schedules, add exceptions, manage completed tasks, and adjust checklist Settings.
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
Creating a Reporting DashboardThis article will explain how to configure and create new Reporting Dashboards.
Widget Types
Completion Reporting By Exception
Email ReportsThis article explains how to create Email Reports within 1Place.
Excel ReportsThis article explains how to export 1Place data into an excel format.
Creating a Summary DashboardThis article explains how to create a new Summary Dashboard.
Health & Safety DashboardThis article will give you an overview of your Health & Safety Dashboard.
Downloading Your Excel Reports
User, Roles & Access
Manage user access, roles, profiles, and permissions across your 1Place setup.
How Do I: Add New Users
How To : Deactivate User and User's access
Health & Safety HelpThis article explains how Health & Safety Help can help a user add more detail and explanation to Incident and Hazard fields.
ProfilesThis article will explain the settings that allow users to add profiles to their 1Place instance.
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.
AttributesThis article explains how to create new Attributes, as well as how it can make your checklists much more dynamic.
Profile Permissions: Add / Edit UserPermissions for your existing (non-Super) Users to manage logins
Profile HierarchyUpdate the Profile Hierarchy when you're allowing 'normal' Users to add / edit Users
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 TypesThis 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.
Incidents & Hazards
Overview of managing incidents and hazards including categories, types, safety settings, custom fields, process flow, and the hazard register.
Incident CategoriesThis article explains the Incident Categories tab and how it can help you sort your incidents into groups within 1Place.
Health & Safety ClassesThis article will explain how Health & Safety classes can further help categorize your Incidents and Hazards.
Incident TypesThis article will explain how to create new Incident Types, and how to use them when creating new Incidents.
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.
Example of Incident Process Flow
Hazard RegisterThis article will explain the Hazard Register view, as well as how to create new Hazards.
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
Add People Wizard