Company and project users whose roles allow the relevant module. Project restrictions still apply to records in this section.
Chat
Open Company Wide, then Chat. Choose a project channel for site discussion or start a direct conversation with an available recipient.
If a channel is missing, check that you belong to the project and have Chat access.
Notes / To do
Open Notes / To do. Create a note for reference or a To-Do for a specific task. Managers can assign work to eligible users. Open assigned tasks to update completion, including actions linked to meeting minutes.
Use the original meeting minutes to change a linked action's owner or due date.
Near misses & accidents
Open Near misses & accidents and log the event against the correct project. Enter what happened, add supporting evidence and follow the review workflow.
For an emergency, follow your site's emergency procedures first and use the app to record and follow up on the event.
Lessons Learned
Open Lessons Learned to read shared lessons and complete any requested review. Staff who manage incident follow-up can use the incident workflow to prepare the lesson.
Check your company and role if a shared lesson is missing.
Contacts
Open Contacts and scan or upload a business card. The app saves a contact and extracts details. Review the name, job title and contact fields, select the job where you met, then confirm the record.
If a scan is unclear, correct the details manually before relying on them.