Manager's Quick Guide

My Dashboard

When you log into the system, you'll find yourself on your My Dashboard. This is an overview and launch point for what’s going on in your Opus Compliance Cloud world. For more on this click here - My Dashboard

Inbox

Clicking on an inbox from My Dashboard will take you to your site inbox. If you're in charge of multiple sites, you'll land on the one you have the highest access to. If you have access to just one site you'll land on that site's inbox.

This is what a typical site Inbox looks like:

For more on this click here - Site Inbox

Workspace Navigation

On the top left, you'll see a workspace drop-down.

If you're part of a multi-site organization, you'll be able to browse the site hierarchy.

Switch Workspace

Managing multiple sites? There's a "Switch Workspace" button to help you switch between them.

Top Bar

You'll see links to Checklists, Documents, and Assets in the top bar.

Checklists - Questions you need to answer regularly (like a manager's monthly walkaround)
Documents - Important documents like policies or risk assessments
Assets - Equipment and other items with their own checklists and documents

For more information on these, check out the other articles in the Knowledge Base.

View Mode

As a manager, the system has two modes: 'View Mode' and 'Manage Mode'.

All users have access to the View version of pages. Only managers can switch to Manage Mode.

Task Notifications

Clicking on the bell will display your task notifications. These are for in system notifications for things such as being assigned a task or a task you have subscribed to has been resolved. You can opt to get a daily or weekly digest email that covers all unread notifications here.

For more information on this click Task Notifications.

Profile

Click your avatar (top right) to access the profile dropdown menu, by default this will be your initials until you add an avatar image.

Support - Takes you to the Knowledge Base
My Dashboard - Your personal workspace
My Assigned tasks - What is says!
My subscriptions - Email and task notifications (learn more here)
Profile & settings - Access to your profile and further settings. You should change your display name to what you want to be referred to in the system otherwise it defaults to your email address. You can also add an avatar picture here.

Sites

If you have access to multiple sites, click "Sites" at the top of your inbox to see them:

My Tasks

This will show tasks that have been assigned to you and tasks that relate to your linked employee records such as E-learning due.

You can snooze tasks to hide them from this section.

Open Unassigned Tasks

The inbox lists all open unassigned tasks such as open incidents, overdue training, or asset inspections.

Consider this your in-tray and clear this list by completing or assigning tasks.

We recommend that tasks should not be left here for any longer than 2 weeks. They should be resolved or assigned (and then snoozed if appropriate) within that time.

To begin with you might have quite a lot of tasks but don't worry, lots of them will be for things such as E-learning which is normally only due every 2 years so once sorted will not come back for a long time!

Start at the top and work your way down — they are in priority order according to age and the severity of the task. Learn more about severities here.

All Tasks

Click "→ All Tasks for [your site name]" to see all tasks for your site.

Here you can see all your open tasks including assigned and snoozed ones.

You can also find resolved tasks and filter and sort on this page.

For example you would use this to find all your open accidents + near misses

Tasks are the key part of the system so we strongly recommend that you read the Knowledge Base article on tasks here to get a full understanng of them.

Breadcrumb and Home

Click the breadcrumb (top of the screen) or the home symbol to navigate when you're not in the inbox. Clicking the Opus logo also takes you back to the landing page.

Navigation Path

These are like the breadcrumb but work at a site, asset or employee level.

You can click on segments within this path to quickly navigate back up to a higher level, that might be a region in a multi-site set up or simply moving from assets back to the site or from an employee to all employees.

You won't be able to navigate higher than your access level.

Report Something

Need to log an accident, near miss or other event? Use this button to report it. More info can be found in the "Reporting Incidents" section of this Knowledge Base.

Manage Mode

As a manager, you'll see a "Switch to Manage Mode" button on the site inbox. This takes you to the Manage Site page, which includes:

All Employees - View employee training, E-learning, and checklists

Assets - Manage assets

Checklist - Configure or change site checklists

Documents - Add, revise, or edit documents

Reporting QRs - Print or change QR codes for reporting accidents, near misses, or hazards

Task Reports - Run filtered searches to show tasks like all accidents in the past month

You will also see Audit Reports if any have been published to your site.

You'll also find shortcuts to some of these pages in the center of the screen.

You can also access the manager view of pages from the normal user view, for example Manage Assets:

Site Snapshot

This feature gives you a 'helicopter view' of where most of your tasks are coming from.

Select the "Switch to Manage Mode" button from the site inbox and scroll down to see the generate Site Snapshot button:

You can click any number to see further information.

Task Reports

Task Report can be considered as a universal hub for showing information.

By default it shows you your near misses and injury incidents but it can be used to show other report template types or finely tuned searches to display other useful information such as all injury incidents involving the back.

Click here to find out more about the Task Reports page.

That's it! We hope this quick guide helped you get acquainted with the system.

For more guidance please watch the Training Videos

Need more help? Just give us a shout.

Now don't forget to subscribe to email notifications — find instructions here for that.

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