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Documents
Learn how to manage the various types of documents that you can store and track in your account
Policies & Procedures
- 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?
- My policy document needs a review, how can I upload a new version?
Document Compliance
- 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?
- How can I link a document to a requirement?
Health & Safety Risks
- 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 copy one of my health & safety risk assessments over to another location?
- How can I change what category my health & safety risk assessment is in?
- How can I customise a health & safety risk assessment template to apply to my organisation?
- 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?
Strategic Risks
- How can I assign responsibility for a strategic risk record?
- How does the Strategic Risk Matrix Work?
- How can I write a strategic risk record in iAM?
- How can I create a risk record only appropriate for Trust level staff to view?
- How can I upload my Strategic Risks into 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 create new categories for my strategic risk records?