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Support
Documents
FAQs
Premises
Tasks, Jobs, and Assets
Set Up, Management, and Customisation
Contractors & Contracts
How-To Guides
Estates
Buildings & areas
Property conditions
Utilities
Budgets
Documents
Policies & Procedures
Document Compliance
Health & Safety Risks
Strategic Risks
Bulletins
Help Desk
Incidents
Forms
Insights
Training
Courses
Course management
Reporting
Billing
Organisation & Location Settings
Managing Users & Permissions
My Profile
Sustainability
News
Climate Action Plans
Emissions
Commuting Surveys
Documents
Learn how to manage the various types of documents that you can store and track in your account
Policies & Procedures
My policy document needs a review, how can I upload a new version?
How can I assign an owner to a Policies & Procedures Document?
How do I sign a document to confirm that I have read it?
Can I manage my Policy and Procedure documents in iAM?
How can I change what folders my policies are placed in?
What is the difference between my Document Vault and the Policies & Procedures area?
Can I send a collection of policy documents to staff?
How do I rename a folder I've created?
How can I upload my documents in bulk?
How can I track if my policies are signed and up to date?
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Document Compliance
How can I link a document to a requirement?
How do I access the Policy Compliance feature?
How can I make a document requirement compliant?
How is the policy compliance score for a location or category calculated?
How many documents can I link to a requirement?
What kinds of documents can I choose to link to a requirement?
How can I assign an owner to a category?
What if I don't need to meet any of the requirements in a category?
What if I don't need to fulfil a requirement?
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Health & Safety Risks
How can I copy one of my health & safety risk assessments over to another location?
How can I customise a health & safety risk assessment template to apply to my organisation?
How can I write a health & safety risk assessment using iAM?
How does the Health & Safety Risk Matrix work?
Can I get a report on the health & safety risk assessments for my organisation?
How can I change what category my health & safety risk assessment is in?
How do I sign a health & safety risk assessment to confirm that I have read it?
How can I upload my pre-written health & safety risk assessments?
How can I assign an owner to a health & safety risk assessment?
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Strategic Risks
How can I write a strategic risk record in iAM?
How can I change what category my strategic risk record is in?
How can I raise a management action as a follow up to a strategic risk record?
How can I copy one of my strategic risk records over to another location?
How can I document approval for my strategic risk records?
How can I assign an owner to a strategic risk record?
How can I create new categories for my strategic risk records?
How does the Strategic Risk Matrix Work?
How can I create a risk record only appropriate for Trust level staff to view?
How can I upload my Strategic Risks into iAM?
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Bulletins
How can I use iAM to keep staff up to date about issues on our premises?
