Accounts and access
Creating your account
Register with your name, email and a password of at least 12 characters. You can add your premises afterwards.
Signing in
Use the email address you registered with. If you have forgotten your password, use the "Forgotten your password?" link on the sign-in page.
Adding other users
Standard Tier includes 1 user and Enhanced Tier includes 5 users. Additional users are £5 per user, per year.
Roles
Organisation Administrator, Responsible Person, Contributor and Read Only. Give people the least access that lets them do their job.
Changing the Responsible Person
Update the premises record. The change is dated, so the history shows who held the role and when.
Organisations and premises
Adding a premises
Each premises gets its own record, its own assessment and its own plans, because each building is different.
Working out occupancy
Use the greatest number of people, including staff, that could reasonably be expected to be present at the same time. Record how you arrived at the figure.
Several premises
Multiple premises sit under one organisational account with a shared dashboard. Contact us about multi-site access.
Premises that do more than one thing
Assess each use separately before concluding which tier applies — a school hall hired out at weekends is a good example.
Assessments
Working through questions
Questions are asked one at a time, in plain English. Answer, confirm, and move on — you can come back and edit any answer later.
Saving your progress
Your work is saved as you go. Close the tab and pick up where you left off.
Understanding a question
Where a term might be unfamiliar, an explanation is available in place without leaving the question.
Answering "no"
A "no" is not a failure — it shows you why it matters and creates the action, so the gap is tracked rather than hidden.
Editing a completed section
A completed section opens as a read-only report with an edit control on each answer, and an option to walk the whole section again.
Documents and uploads
Uploading a file
Add images and PDFs against the question they relate to. Files are given a friendly title you can edit at any time.
Reusing a file
A file is stored once and can be placed on as many questions as you need. Choose it from your existing documents rather than uploading it again.
PDFs
Uploaded PDFs are shown as page images so they appear in the record and in printed or emailed plans, while still linking to the full document.
Removing versus deleting
Removing a file from a question only unlinks it. Files are deleted permanently from the document repository.
Replacing a file
Update a file once and it updates everywhere it appears. You will be warned if it is used in more than one place.
Plans and procedures
The four procedures
Evacuation, invacuation, lockdown and communication, built from information already in your record.
Sharing a plan
Each plan can be printed, saved as a PDF or emailed. Recipients get the plan content, not access to your workbook.
Marking a plan shared
Confirm when a plan has been written down and briefed to staff. The dashboard shows a shared-with-staff indicator per plan.
Locations and maps
Outdoor locations use an embedded map so you can drop a pin. Indoor locations use a description and a floor-plan upload.
Actions and reviews
Creating an action
Actions arise from your assessment and can also be added directly. Each has a priority, an owner, a target date and a status.
Overdue actions
An action past its target date is flagged on the dashboard and links directly to the action itself.
Completing an action
Mark it complete and attach the evidence — a photograph, an invoice or a briefing record.
Review reminders
Set a review interval and the responsible person is reminded by email when a review is due.
Still stuck?
Tell us what you were trying to do and what happened instead. We would rather fix it than have you work around it.