What is the My News page for?
The My News section of the Management Dashboard is available for Admins only. Here admins can manage all their company news they want to share with their entire organisation. They can create news feed categories, create posts, save drafts and even preview how they will look like on a mobile device.
How do I create new categories for the News Feed?
New categories for the News Feed are created by clicking on the Create New Post button within the My News section of the dashboard. If you want to edit or delete a news category, click on the All Categories drop-down menu on the My News landing page. Select the category and click the Edit button to change the name or delete.
How do I create a news article?
Create a news article by clicking on the Create New Post button within the My News section of the dashboard. Here you can enter a title, write the post and even choose images to supplement your news article. Chose a category for the article and click Publish Post to share with your entire organisation.
What is the My Documents page for?
The My Documents page of the Management Dashboard is available for Admins and Managers. Here Admins and Managers can manage all health and safety documentation for their organisation and teams. Here you can add and edit categories, upload new documents and tag users to documents. You can even see which documents are expiring soon or have already expired and may need updating.
What are categories and how do I use them?
A category is a grouping of similar documents that helps you store your companies information and data effectively. You can add categories to your platform in the My Documents section by clicking on Add Category. Once you've provided a name for the category press the Add button and the category will automatically populate on the system. If you're not happy with the name of the category or no longer require it, then you can rename or delete it by clicking on the three dots next to the category name. You can even move an entire category by dragging and dropping it where you like.
How to upload a new document?
Upload a new document using the Upload new doc button in the My Documents section. Start by clicking: 1. Choose File in the top right-hand corner 2.Select any document you want to upload 3. The Document Name will automatically choose the same name as in your computer folder system 4. (Optional) If your document has a unique ID or serial number you can enter this too as it can make it easier to search for. Don't worry if it doesn't have one as this is optional 5. Select a category to store the document under. Remember you will need to create a category before uploading a document 6. (Optional) If applicable, add a user group to the document. This will automatically share it with everyone in that group 7. Tag users to the document by typing their name or email and clicking the Add button. Again this will automatically share and notify the user that document can be read 8. Tick the Enable Verification box to ask the tagged user to verify the document 9. (Optional) Select an Expiry Date if the document has one. The platform will automatically remind you when it is 30 days from expiry and when it has expired 10. When you are done, click Upload Document
What is bulk upload?
Bulk upload is a really quick way of getting all your documents onto the platform. Start by clicking on the Bulk Upload Documents button in the My Documents section of the dashboard. Then click on the big plus button to open up your file explorer or finder window. Select all of the documents you have related to a category and press open. From here you can edit the names of documents or remove ones you selected by accident. You can even choose which documents need to be verified by the tagged users. Once you've decided, select the appropriate category for all of the documents to be stored under. Finally, tag all of the users you want to have access to the document and press Upload Documents.
What do the green, amber and red colours mean on each of the documents?
Three colours help categorise your documents on the platform. Documents with a red stripe are expired and will need to be updated or replaced. We will also send you an alert to let you know. Any documents with an amber stripe are expiring in the next 30 days. Documents with a green stripe are healthy and not expiring anytime soon.
What's the best way to find a document quickly?
There are lots of ways to find the document you're looking for. One way of locating a document quickly is by using the search bar at the top of the My Documents page. You can also find documents by filtering on the category it is under and pressing the See All button for a list view.
How do I view/edit information about a document?
When you click on a specific document it will bring you to the document profile. The document profile provides you with all the information you need to know about the document. Here you can edit, view, download and delete the document.
How do I see who has access to a document?
Once you click a document it will bring you to the document profile. At the bottom of the page, you can see all of the users that have been tagged and therefore have access to the document.
I have enabled Document Verification. How do I see who has verified that document?
Click on the specific document you want to check. This will bring you to the document profile. At the bottom of the page, you will see all tagged users. If the document has Document Verification enabled then you will be able to see which users have or have not verified that they have read and understood the document. This is displayed using a blue tick next to the users name or Awaiting Verification if they have not.Click on the specific document you want to check. This will bring you to the document profile. At the bottom of the page, you will see all tagged users. If the document has Document Verification enabled then you will be able to see which users have or have not verified that they have read and understood the document. This is displayed using a blue tick next to the users name or Awaiting Verification if they have not. You can even toggle the 'Show only not signed users' button to filter on those who haven't verified the document yet.
What is the My Team page for?
The My Team page of the Management Dashboard is available for Admins only. Here admins can manage their team and organisation. They can add new users to the platform, determine their access level and remove users. There is a search functionality which allows you to quickly find a specific user. Once found, the user profile will be visible, outlining key information such as Name, Email, Access Level, User Group (if applicable) and their recent documents.
How do I add new users to the platform?
You can add new users to the platform by clicking on the Add New Member button in the My Team section of the Management Dashboard. Remember, only Admins can add new users to the platform. The number of users and the type of users you can add to the platform will be dependent on your subscription plan. You can quickly see an overview of this in the Dashboard Overview section of the dashboard. If you would like to add more users but have reached your subscription limit, then you can easily add more users in the My Account section.
What does Non-Verified mean?
Non-Verified means that a user has been invited to the platform but they have not yet signed in using the mobile app. We want to make it clear to Admins which users have not used the app so they can quickly remind them. Non-Verification is also flagged to Admins using the red ! shield icon.
What are User Groups?
User Groups are collections of employees, manager and admins who you would like to belong in the same area for a variety of reasons. They might all be part of the same team, work in the same location or have similar roles and responsibilities. The advantage of setting up user groups is to increase the speed of tagging relevant users to documents related to them. If you have a fire safety booklet for a specific building that needs to be read by everyone who works in that building then you could create a user group for everyone who operates there regularly. When you upload the fire safety booklet, you can simply tag the user group. Once done everyone within that group will receive a notification and access to the document in one go.
How do I create User Groups?
User Groups are created and managed in the My Team section of the dashboard. You can create a new user group by selecting the Add New User Group button. Once you've done this you simply enter the user group name and type the user name or email that you would like to be in the user group and click add. Once you have selected all users you would like to have in the group select Create New User Group.
How can I view and edit my existing User Groups?
You can view existing groups by clicking on the All Groups drop-down arrow on the My Team page. If you then want to edit one of the groups, select that group and click Edit User Group.
Build Your Plan
What are the different access levels and user types on the platfrom?
The Fusion Health & Safety Platform currently offers 3 user types with varying levels of access on the platform.
Administrators: Admins have complete access to the Management Dashboard and mobile device. This means they can add and remove users, upload documents, and create news articles. They can also manage the subscription plan and billing for their organisation.
Managers: Managers have access to the My Documents section of the Management Dashboard, allows them to upload documents and tag them to users who require them. They will also have access to the mobile app and will be able to remotely upload document, anytime, anywhere.
Employees: These users do not have access to the Management Dashboard. They will have access to the mobile app, but cannot remotely upload documents.
What are the payment options for the subscription plan?
The subscription plan is a minimum of 12 months. You can choose to pay this as monthly or annually. If you pay annually, you will receive a 10% discount off your entire subscription!
How is the storage calculated and can you add more?
The amount of storage is calculated based on the number of users you have added to the plan. You can always add more storage in a denomination of 100mb in the 'My Account' section of the dashboard after signing up.
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