Help · Getting started · Supervisors and above

Set up your station: the checklist

Seven steps take a new instance from empty to audit ready. The checklist ticks each one off as the data arrives.

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Steps

  1. Open Admin, Setup. Each step shows whether it is done and links to the page that does it. In the app: /admin/setup
  2. Do them in order: shops, people, the program, history, mail, two-step, the first document. Each later step is easier with the earlier ones in place.
  3. When every step is done the checklist stays available but stops nagging, and the fleet dashboard sees the instance as set up.

Also in Getting started

  • Your first sign in Your administrator or the welcome email gave you a set-password link. It works once and for seven days.
  • Turn on two-step verification A six digit code from an authenticator app on top of your password. Required for anyone who signs records when the policy says so.

Inside the product the same answer is one click away: the compass button in the corner of every page (Compass, or whatever your shop named it) finds this article and opens the page it names. Still stuck? Write to support; business days, one business day to answer.