Physical 2 Digital

Accounts 5

• Creating Accounts
• Setting Account Privileges
• Managing your Account
• How to reset a forgotten password
• Can an account view multiple sites?

Departments 3

• Add a Department
• Modify or Delete a Department
• Copy Departments

Devices 3

• Adding a Device to a Site
• Removing a Device from a Site
• Unable to add Device

Documents 4

• What is Document Centre?
• Adding a new Document
• Modify a Draft Document
• Modify a Distributed Document

Incidents 11

• Adding a New Incident
• Modify an Incident
• Incident Revision Control
• Adding Documents to an Incident record
• Adding Events to an Incident record

View all 11

Locations 5

• Adding a New Location
• Entering the details of a Location
• Modify or Delete a Location
• Copying Locations between Sites
• Tools to help you with entering location details

Notifications 5

• What are Notifications?
• Configuring Notifications
• Configuring Tour Notifications
• Viewing Notifications
• How do I filter my Notification emails?

Positions 2

• Adding a New Position
• Modify or Delete a Position

Schedules 7

• What is a Schedule?
• Adding a New Schedule
• Adding a Schedule Recurrence
• Adding Exclusions to Schedule Recurrence
• Adding a Schedule Recurrence Expiration

View all 7

Shifts 6

• Adding a New Shift
• Adding a Shift Recurrence
• Adding Exclusions to Shift Recurrence
• Adding a Shift Recurrence Expiration
• Adding a Shift as an Exception

View all 6

Sites 4

• Adding a New Site
• Modify Site Details
• Managing your Sites
• Grouping Sites

Tours 7

• What is a Tour?
• Adding a New Tour
• Adding Locations to a Tour
• Adding Questions to a Location
• Adding Actions to a Question

View all 7

Users 2

• Adding a New User
• Modify or Delete a User

Work Orders 6

• Adding a New Work Order
• Modify a Work Order
• Work Order Revision Control
• Adding Documents to a Work Order record
• Adding Pictures to a Work Order record

View all 6

Settings 8

• Adding a New Class, Group or Category
• Document Settings
• Incident Settings
• Adding Incident Fields
• Schedule Settings

View all 8