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Knowledge Base

RiskProof Software

RiskProof Software

Riskproof Software Services guides

How is my audit scored?

How do I create a new user role?

How do I assign an employee to a training plan?

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Contacting Shield Safety

New Features

Monitoring - Pause and Resume Checklists

Admin Account and settings

How do I add a new user to RiskProof?

How do I change a user's user role?

How do I amend user details and access?

How do I disable a user?

How do I change my company logo?

How do I change the colour theme?

How do I change the status icons?

How do I add a new location to RiskProof?

How do I amend user role alerts & permissions?

Export Checklists – New Permission

User permission update: Registry Module | Change renewal date

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Your User account

How do I change my password?

How do I sign out of RiskProof?

How can I reset my password?

Audit

How do I appeal an Audit?

How do I close off action points on an audit?

When will my Audit be published?

What is non conformance risk rating?

What is an executive summary and how do I access this?

How do I reopen a closed audit action point?

Preparing for a Remote Audit

Audit ‘Non-Conformance’ Report

Classic Reports within the Audit module

How do I prepare for an audit?

Audit ‘Status’ Report

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Self Audit

How do I conduct a self-audit?

How do I create an audit?

How do I unpublish an audit? (Self-audit)

Audit Upload Tool

Search in the Audit Upload Tool

Understanding my Dashboard

Understanding RiskProof red, amber, green (RAG) statuses.

Dashboard

Dashboard Enhancements

How do I track user activity on RiskProof?

How do I add an announcement?

How do I view sites and divisions?

How do I amend Divisions?

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Fire

Updates to Building Description Fields in Fire Risk Assessment Reports

How do I view a Fire Risk Assessment?

Can I print a Fire Risk Assessment?

What reports are there on the Fire Module?

How do I prepare for a Fire Risk Assessment?

How do I prepare for a Fire Evacuation Plan visit?

How do I appeal a Fire Risk Assessment?

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Helpline

Helpline Case Updates: Enhancing your helpline experience

Update to Incident case type for Sexual Harassment & Violence reporting

Updates to case types following RIDDOR changes

How do I upload a Document?

How do I close a Helpline case?

How do I edit a Helpline case?

How do I view a closed Helpline case?

Can I print a Helpline case?

Can I download a Helpline case?

How do I reopen a Helpline case?

How do I delete a Helpline case?

Edit a Helpline Case

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Helpline Logging information

How do I add a new Helpline case?

Log a Regulatory Inspection/Contact in Helpline

Log an Advice request in Helpline

Log a Foreign Body case in Helpline

Log an Allergy/Intolerance case in Helpline

Log an Accident case in Helpline

Log an Incident case in Helpline

Log a Near Miss/Dangerous Occurrence case in Helpline

Log an Alleged Food Poisoning case in Helpline

Log a Maintenance/Fault Reporting case in Helpline

Log an General Food Incident case in Helpline

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Monitoring

Export Checklists

Archive Checklists

Export Checklists for Multiple Locations

How do I assign a checklist to a specific user?

What does the 'Schedule Pending' label alongside a checklist mean?

Why can't I reopen a closed checklist on RiskProof?

How do I view completed or missed checklists?

What is a defect on a checklist?

How can I view and close Defects?

What reports are there on the Monitoring Module?

How do I assign a checklist to a location?

How do I create a new checklist?

How can I change an assignment?

How do I edit an existing checklist?

What are the different answer types when creating a checklist?

How do I unassign a checklist from a location?

Duplicate Checklists

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Registry

How can I add a label to a Registry item?

How can I add a Registry item to a location?

How can I see the most recent Registry item upload?

How can I amend the renewal frequency for a Registry item at a location?

How do I remove a Registry item from a location?

How can I restore a deleted Registry item?

How can I upload documents to a Registry item?

How can I see the history of a Registry item?

What is the maximum file size that can be uploaded to the Registry module?

Can I choose the exact date that a Registry item needs to be renewed?

What does the 'Overdue' label alongside a Registry item mean?

What does the 'Due Soon' label alongside a Registry item mean?

Can I bulk update a Registry item?

What reports are there on the Registry module?

How do I create a Registry item?

Why can I not view my Registry item after it had been unarchived?

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Training Module

Can CPL courses be translated?

How can I see how many eLearning licences I have left?

How do I enrol colleagues on eLearning courses?

How do I log onto the CPL eLearning platform?

How do I progress from the security page on CPL?

Why does the CPL link take me straight to the log in page?

How do I remove an employee from the Training module?

How do I delete a training certificate?

How do I delete a training log?

How can I reset a failed CPL course?

How do I log training?

What reports are there on the Training module?

How do I make a training plan?

How do I create a Training course?

How do I update the renewal frequency of an existing Training course?

How do I Reset a CPL Course?

How do I resend the CPL user link?

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To Do's and Alerts

How do I complete a To-do?

How do I create a To-do?

How can I disable a To-do?

How can I view all To-dos?

How do I view alerts?

Which Modules trigger alerts?

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RiskProof App

How do I complete a checklist on the app?

How to login to the RiskProof app

Using the RiskProof App

RiskProof App FAQ's

How do I action a defect on the app?

Why can I not upload a photo using the app?

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Policies/Documents

Why can't I view a Policy that I have uploaded?

Why does my Policy have a watermark on it?

Why can't I see a document that I have uploaded?

How do I add a new category in the Documents module?

How do I remove a category from the Documents module?

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Risk Assessment

How do I adopt a Risk Assessment?

How do I renew a Risk Assessment?

Understanding Risk Ratings

How do I create a Risk Assessment template?

How do I edit a Risk Assessment?

How do I assign a Risk Assessment?

How can I see which sites have adopted the Risk Assessment?

How do I unassign a Risk Assessment from a location?

How do I delete a Risk Assessment?

Assign Multiple Risk Assessments

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Simple Problem solving

How do I clear my cache?