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RiskProof Software
Riskproof Software Services guides
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New Features
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
Your User account
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
Self Audit
Audit Upload Tool
Understanding my Dashboard
Dashboard
Fire
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
- New Helpline reports -Coming Soon !
- Helpline Cases Overview - BETA
- Helpline ‘Actions Report BETA
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
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?
- 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
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?
- Registry reports
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?
To Do's and Alerts
RiskProof App
Policies/Documents
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
- Risk Assessment Reports