Watch Step by Step Directions Steps to fill out A Form Log into the 1Life Mobile App and access your companies forms by: Tapping Forms in the left hand navigation Tapping on the tab labeled Forms – Fill Out New You will now see all of the groups/folders that contain your forms. You need to: Find and then tap …
Life Cycle of a Mobile Form
A Mobile Form can be in four different states depending on what actions have been taken on the form. The goal is to have all forms in the FINALIZED state. Here is how a form proceeds from state to state: An employee fills out a new form by answering all the required information (see “Filling Out a Form“). After signing …
Adding Multiple Employees (Mass Upload with Excel)
If you need to add more than two or three employees to the 1Life Platform at the same time, using the excel mass upload will save you time. You can always add employees individually following these directions. Watch Step by Step Directions Steps to Add Multiple Employees Click ‘Employees=> Mass Import’ in the main navigation at the top of the …
Completing Assigned Document Review
When a document is assigned to an employee for sign-off and review they will need to login to the 1Life Software to either approve or reject the document they are assigned. Assigning documents in the 1Life Software is great as it: allows you to store all signed documents digitally employees can review anywhere…anytime pull real-time reports on the status of …
Downloading and Re-Uploading PDF Documents
If you have already uploaded a document that is missing a signature, below are the steps for downloading, adding a signature and then re-uploading a specific document so that document history is preserved. Steps to Download an Existing Document To access your company’s document library, click Documents from the main navigation Click on the group that contains the document that you …
Updating Existing Documents
From time to time, you will need to update documents in your 1Life document library. You always want to update an existing document versus uploading it as a new document. By updating an existing document you: preserve the history of the document previous versions are archived and can be reviewed at a later date. Watch Step by Step Directions …
How to reset user passwords
User Reset Password – Watch Step by Step Directions User Reset Password If you have forgotten your password it can be reset using 1Life’s Reset Password Link on the Login Page. To reset your password, go to the login page and click on “Forgot your password?” In order to reset your password, the username you provide must exactly match …
Employee Labels
“Employee Labels” allow you to set a safety standard. Once set, the 1Life Software will train your employees to the standard that you set. Labels consist of three parts: Employees that are part of the label (a group of employees with a specific safety need) Documents (polices, safe work procedures etc.) those employees need to review as part of …