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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
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?
