ZetaSafe
Guides to using the latest version of the ZetaSafe website.
New How-to guides
NEW STUFF!!!
Getting Started
- The Dashboard Controls
- System Status Alerts
- Adding/Editing/Removing additional roles for users (Channel & Client Admins)
- Logging into ZetaSafe (All users)
- Forgotten your password? (All users)
- View Schedules (All user types except: Email/Handheld Only)
Compliance Scheme (and Template) How To...
- Task Logic - How to setup/use task logic
- Compliance Scheme Management Screen (All user types except: Location/Email/Handheld only)
- Add a New Compliance Scheme (All user types except: Basic/Email/Read/Handheld only)
- Asset Types - What are they, what can I do with them? (All user types except: Basic/Email/Read/Handheld only)
- Add an Asset Type to a Compliance Scheme or Template (All user types except: Basic/Email/Read/Handheld only))
- Task Types - What are they, what can I do with them? (All user types except: Basic/Email/Read/Handheld only)
Schedules and Tolerances How To...
- Sign Off Existing Schedules (Ch Admin, Cl Admin)
- Top Up Task Schedules (will top up entire client schedule - Zeta Ops Only)
- Master-Worker schemes - Control elements of client compliance schemes from the channel view.
- Rolling Schedules - plots individual schedule events, as you complete the tasks
- Schedules and Tolerances - what are they and how do they work? (All user types except: Location/Basic/Email/Read/Handheld only)
- Starting Schedules - how do I do this, what are the differences? (All user types except: Email/Read only)
All About Widgets!
- Consecutive Schedule Failures (Missed and Unable to Complete) Widgets
- Widget 'extras', colour branding, graph/chart types
- ZetaSurvey - Submitted Documents Chart
- Copy widget to another tab on your dashboard
- Widget Menus - how to access them
- Contract Work Status Widget
Location How To...
- Location Explorer Screen (All user types except: Email/Handheld only)
- Add a New Location (All user types except: Basic/Email/Read/Handheld users)
- Move Location - Individually or in Bulk (All user types except: Basic/Email/Read/Handheld only)
- Manage Location Attributes (All user types except: Basic/Email/Read/Handheld only)
- Ordering Locations and Sublocations Order Locations (All Users except Basic, Read/Email/Handheld only)
- Edit a Location (All user types except: Basic/Read/Email/Handheld only)
Main Menus Explained
User How To...
Client How To...
Channel How To...
Reports
Results How To...
Notes How To...
Documents How To...
- Emailing Document(s) to ZetaSafe
- Emailing Document(s) to ZetaSafe - Agent Version
- Email to Document Service – Internal Support Document
- Edit Multiple Documents (All users except: Email/Read/Handheld only)
- Sharing Channel Documents (All Channel Users)
- Replace an Existing Document (All users except: Email/Read/Handheld only)