You can now bulk import Tasks from a CSV, XLS or XLXS file and assign each Task to the appropriate user(s) To bulk import Tasks, you will need to first set up a CSV, XLS or XLXS file with all of the Task names in one column. You can also include…
Due to new security guidelines, users will now be locked out of logging into their profiles if they enter an incorrect password in three times. As an administrator, you can go in and unlock this user immediately so that they can try again. To unlock a user and allow them…
Here you will learn what the Form categories option does and how to use this as an administrative tool to easily access your Forms Form Categories Form Categories can be used to organise your forms if you have multiple forms of the same type. Creating Form Categories from the Main…
When you are assigned a form, that form can now be Approved or Approved for additional work to be done. Here you will learn how to sign off the work once it has been completed. If the PCBU or Production owner approves a Form that you have completed/submitted that requires…
Here are some things you will need to know when assigning Forms to Users Assigning Forms to Connected Network Auto assigning Forms to everybody in your connected network can be done by ticking the Automatically Assign this Form to users in your connected network option within the Form Settings page….
Learn how to change your username, email, password and employer via the SetConnect Web Portal Please watch the following video on how to change your log in credentials (1.23) Read on for step by step instructions … How to change your username and/or email address Go to the Profile button…
Learn how to complete an Account Induction in the Web Portal Go to the SetConnect Web Portal https://app.setconnect.com/ Click on Dashboard Scroll down until you come to Inductions Any Inductions that have been assigned to you will be displayed here. Click on the Induction you want to complete. Click on each of the Modules/Sections, read…
Here you will learn how to upload Documents to your SetConnect account through the Web Portal In your SetConnect web portal go to the Templates drop down on the left hand side menu, then select the Documents option Then click Add Folder on the following screen. From here you will have to type in the…
Here you will learn how to create and manage your Hazardous Substances list within SetConnect Creating Hazardous Substances Records: Within the SetConnect web portal, go to the Templates drop down on the left hand side, then select the Hazardous Substances option From here select + Add In the Hazardous Substance Form that appears, you will be able…
Here you will learn how to view responses to your Forms that you have assigned to your Users Viewing Responses You can see all of the forms that are NOT Templates and review their responses from this menu. To access this, just click the Assigned Forms option on the left hand side under the Forms dropdown….
