For client with multiple sites we will need to agree on the appropriate hierarchy with parent, sub parents and sites as required.

For single sited clients we can skip this phase. 

1. Roles added

Roles are not job titles, they are broader and will group employees together based on common health and safety requirements. For example anyone that just works in the office would have the role 'Office'. We recommend 3 to 6 roles unless you have complex requirements.

Note 1: An employee can have multiple roles, also we can make use of supplementary roles such as +Fire Marshal or +Company Car driver.

Note 2: If you have signed up to our HR offering you should have a manager role or manager variants of your roles as some courses are specifically for managers.

2. Managers configured

here are two user access levels in the system - manager or user. A manager can manage more than one site.

3. Role Requirements added

These are the things that will be compulsory for the employees based on their role:

3. • • Training - eg Company Induction

     • E-learning - eg Fire Safety Awareness

     • Checklists - eg health surveillance or DSE

     • Playbooks - eg New Starter Induction 

     • Documents - eg New Starter Form

4. Staff uploaded

Opus can bulk upload staff or they can be added individually on set up. You will then be responsible for keeping the staff list up to date.

We need:

• • Name

  • Role(s)

  • Site (which site the employee is located at)

  • Opus Compliance Cloud Manager (Y/N)

1. Site Checklists added

Site checklists are regular checks across the physical site such as a manager monthly walk around or weekly fire checks. 

We have some standard checks we can apply or you can supply your own questions for us to upload.

For more information on what you can do with checklists and the options available see here: Checklist & Playbook Guide 

2. Site Documents added

You can add documents that you want to be able to be viewed by employees at your site. For managed clients this is where Opus will add your risk assessments etc.

3. Report Templates Added

We will add default report templates of:

• • Report an incident (accident / near-miss)

  • Log enforcement officer visit

  • Employee Intervention

  • Log a Contractor On Site

  • Report a safety observation

  • Log a Road Traffic Incident

  • Create an action

  • Something else

There are other reports templates eg Road Traffic Accident, Report Spillage - these are covered here - Other Reportable Events

1. Asset Types added

We categorise assets under types. These are used to help organise your assets and also for use in Asset Type Requirements.

2. Asset Type Requirements added

These are compulsory requirements for all assets in a particular type.

Checklist - eg Quarterly Ladder Check

Document  - eg Annual Service

Playbooks - eg Daily pump start up process

For more on Asset Type Requirements click here.

3. Assets added

You can then add your assets.

4. Individual asset requirements added

You can add per asset requirements if required eg invoice, manual etc.

Once your setup is complete, we’re available for unlimited remote training sessions and ongoing support.