The due date for a course is the number of days an employee has to complete the course after it has been assigned to them. If the Due Date has passed for a specific course for an employee, they can still take the course. For each course, you can configure the number of days an individual has to complete the …
Uploading and Publishing Documents
Some of the benefits of uploading documents are: One place to find all of your documents The ability to assign documents for review and then track completion Have employees sign safety talks, SWP, etc anywhere, any time on a mobile device Click a button and all employees have a new version of a document. Never update multiple binders again! Watch …
Updating your Company Information
To update your company information, click the ‘Your Account’ button in the very top right of the screen, then select ‘Company Profile’. This page will allow you to update: your company address your phone number the company logo employee profile editing company wide project settings company wide document settings If you have made any changes to your company information remember …
Updating your Personal Account Information
Update Personal Information To update your personal information, click the ‘Your Account’ button in the top right of the screen. From the menu, select ‘User Profile’. From this page you will be able to update your: First Name Last Name E-mail Address Phone Number Once you have made any changes click the green ‘Save’ button to apply your changes. Note: …
Adding a New Employee
When you hire a new employee you are going to need an account for them in the 1Life Software. Following the steps below is the most efficient way to add a single employee. Watch Step by Step Directions Steps to Add One New Employee To add a new employee Click ‘Employees’ in the main menu Click the ‘Add New …
Adjusting Training Expiry and Renewal Periods
With online training, you are able to configure several different dates for training courses to meet the needs of your organization. To update renewal dates for online courses: Click on “Click Here to Access the Online Learning Platform” in the Training menu Click on “View Details” beside each course name select the “View Course Information” icon after the course name at the top …
Uploading Training Records
Uploading Training Records into the 1Life Platform is a great way to store them so you can see which training each employee has completed. Any training records that are published can be viewed on the mobile app by employees with: Manager signing permissions Supervisor signing permission The employee themselves NOTE: To upload a new revision of a previously uploaded certificate, you …
Using Ready-Made Form Templates
Ready-Made Form Templates is a library of forms that are ready for you to use. These forms were created by safety professionals and can be used as-is. There are forms for: Inspection Checklists Report Forms Orientations Permits Sign In Sheets Risk Assessments Plans Monitoring Checklists – High Risk Work Competency Assessment Checklists Watch Step by Step Directions Steps …
Adding a New Project
To fill out a form or sign a document on the mobile app, employees will need to select a project. Projects are used to separate completed forms and signed documents into different groups. Another way to think of a project is like a folder in a filing cabinet. If you were to file this form (or signed document) away, what …
Creating a New Form Template
The 1Life Software comes with a large library of ready-made templates to get you started. If you are not familiar with them, review this article on ready-made templates. There will be times when you will want to create your own form template (or edit a ready-made template) though. Watch Step by Step Directions Steps to Create a New Form …