Mass Finalize Forms
If you have several outstanding forms that have not been finalized, you can mass finalize a batch of forms in one go! First navigate to the tools tab and select forms tools. About halfway down the screen, click on ‘New finalize job’ your Job will require a name. EX. simple general inspections Jan 1 – June 30, 2022 You can …
New LMS features
We’ve added some exciting new features to the LMS! LMS courses attached to a label will now be updated when the course is replaced using course builder. Another feature is LMS course certificates will now automatically update old certificates with the new recertification – multiple training records for employees are no more! These two features make managing your training certifications …
New Schedule Features
We’ve added some exciting new features to our schedule tool! You are now able to sort your schedule histories by the ‘created’, ‘waiting to sync’, ‘sync’d’, and ‘done’ columns. This will help to sort the information that you want to see. Another awesome new feature is you can now export your schedule histories – making it easier to filter the …
How to Assign a Document for Review
To assign a document to an employee, first locate the document you wish to assign within your Document Library then click the person icon beside the document. This button will open a popup window where you choose to send an email notification, message, and set an expiry date for when this document must be completed. Clicking the Add button beside …
Tasks
We’ve created a new feature called Tasks Tasks are awesome especially if you love checklists! Tasks help create lists such as an onboarding plan where you can attach documents and third-party training checklists that will send both you and the employee reminders. To get started: Navigate to the training tab and select ‘tasks’ Select ‘Manage Groups’ and give your …
Android Mobile User Guide
To Access the 1Life Software Android Mobile User Guide, Select the link below. This guide gives you step by step instructions on how to use the Android Mobile Application. ANDROID Mobile User Guide- final 20JULY2022
iOS Mobile User Guide
To Access the 1Life Software iOS Mobile User Guide, Select the link below. This guide gives you step by step instructions on how to use the iOS Mobile Application. iOS Mobile User Guide – Final 20JULY2022
Web Admin Notifications
Web Admin Notifications are fully customizable and can be useful on keeping you up to date on the specific items you need. Those that are familiar with receiving the first of the month report, this will now be what you receive! Set Up and Customize Notifications To set up and customize your notifications, log into the 1Life Platform as …