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Web Portal (secure.1placeonline.com)
Articles relating to the 1Place web client.
77 articles
[Video Tutorial] All about Checklists Module
Checklist Template OverviewLearn everything about creating and updating your Checklists, and the different Settings and options to complete Checklists.
Checklist Templates Page NavigationRead up on all options for your Checklist Templates
Checklist Template SettingsLearn how to use the General Settings, give Users access and change the PDF content of your Checklist Templates.
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.
SurveyCreate surveys in 1Place for easy checklist completion. Customize, manage efficiently, and save configurations for multiple surveys.
Checklist To-Do ListExplanation on how your To-Do List works
Checklist RegisterThis article will explain the Checklist Register and how to use it.
Reassigning ChecklistsIf you accidentally selected the wrong Centre or Room for your Checklist, you can reassign it to the correct one.
Checklist SettingsThis article explains the two checklist settings within 1Place.
Checklist How-to VideosThis article contains a collection of videos showing all Checklist related changes
Checklist VersionsUnderstanding Draft Versions and Publishing Process.
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.
Understand Your Reporting (video tutorial included)
Understand Your Reporting - Health & Safety
Reporting Dashboard
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.
Downloading Your Excel Reports
Summary Dashboard OverviewAn overview of the Summary Dashboard.
Summary Dashboard Navigation
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.
Checklist Group Metrics DashboardThis article will give you a rundown on how to create a Group Metrics Dashboard filter, and explain how it is helpful to your business.
[Video Tutorial] Tickets
Ticket RegisterThis article will explain the My Assigned Ticket tab.
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.
Incident RegisterThis article will explain how to view your Incidents within 1Place, as well as create new, and edit existing Incidents.
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 HelpThis article explains how Health & Safety Help can help a user add more detail and explanation to Incident and Hazard fields.
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.
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.
UsersThis article explains how to manage users within your 1Place instance.
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.
AliasesThis article explains how to create aliases. These are helpful in the sorting of franchisees and sites to further automate 1Place.
AttributesThis article explains how to create new Attributes, as well as how it can make your checklists much more dynamic.
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.
Add User Wizard
Add People Wizard