Tips

Bookmarking

We strongly recommend bookmarking your most commonly used pages. Any page can be bookmarked including task report searches with date range. So for example you can have a bookmark that when clicked always shows the month to date accidents.

Guidance for bookmarking in Chrome can be found here. For Edge go here

Task Messages

Move Between Hierarchy Levels Using The Slugs

You can step back up your organisation's hierarchy by using the slug. A slug in this respect is not the slimy kind! it just relates to a text string that shows you where you are in a hierarchy,

Keyboard Shortcuts

Opus Compliance Cloud has been designed to be accessible, that means that navigation and selection can be done via keyboard.

In most places hitting the return key is the same as clicking save

On checklist you can hit space to enter a yes response and use tab to move to the next question

Two-factor authentication (2FA / MFA)

If you want to add extra security to your Opus Compliance Cloud account you can opt for 2FA (using Google / Microsoft Authenticator or Okta etc), get in touch and we can sort this for you. This would apply to all users in your company. 

Dark Mode

Did you know that Opus Compliance Cloud has a dark mode? Lots of users find this easier on the eye especially at night time or in low ambient light environments.

The system will automatically switch into dark mode if that's toggled on in your settings.

To switch to dark mode follow the instructions here:

• • • • Edge Browser

      • Chrome Browser

There are applications that will automatically switch your device into dark mode - here is one that we use at Opus for Windows.

Fine Tune Your Severities

We choose some standard severities to assist with prioritisation of your task list. However once you get a feel for the system you might want to look at changing the default severities. This can be for checklists, training, asset inspections etc. We can even go down to the level of changing the severity of corrective actions that are generated from checklists on a per question basis. So anything that's critical, let's make the corrective action critical too.

Saving Pages as PDFs / Printing

The system has been designed to be used digitally but we appreciate that there are times where you need to provide a separate record to a third party.

Most of the pages are designed to save as PDFs which you can then send on. You can do this via the normal browser print facility.

For Chrome browser - right click on the page and select print from the menu. In the pop up print dialogue make sure that the destination is set to PDF.

Note - if you need to send a copy of the accident form to a 3rd party you may want a redacted version with all content beyond that of the original form and system interface elements removed. If that is the case then please get in touch with Opus we will provide that for you.

Employees Who Don't Have Company Email Addresses

Opus Compliance Cloud requires a unique email address for each registered user account.

Note that you don't have to have staff registered on the system in order to complete E-learning etc (see 'here') or to report incidents (they can do this via the site QR code).

However, if you want them to complete E-learning etc via My Dashboard or carry out site / asset checklists they will need an account.

For some organisations, not all team members may have a company email address. You have 2 main options here:

A) Using Other Existing Email Addresses

1. 1. Employee can use a personal email address

   2. Create a free personal account for the employee - Setting up a free email account for an employee is quick and simple. Google Mail is recommended for this purpose.

B) Use Plus Addressing

Plus addressing is a standard email feature that allows you to create unique variations of an email address by simply appending a plus + symbol followed by text or numbers to an email address. This is usually enable by default but you may need your IT team to enable this.

Step 1 - create a base email address account - this might be something like 'opususers@mycompany.com'.

Step 2 - Choose a standard format for the plus tag, such as firstname.surname or payroll number.

Step 3 - Each staff member should then register with this modified address, eg:

'opususers+tom.baverstock@mycompany.com' or 'opususers+0675@mycompany.com'

Note: All emails, including password resets, will be sent to the inbox of the base email address. Managers with access to this account can assist with password resets if needed.