How to do it in the product
Task-shaped answers for the things people ask while they are already in the product. New here? Start with the quick start — it is the order everything else assumes.
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Getting started
From an empty organisation to a register that sends its first alert.
- Quick start: your first register in an afternoonCreate the organisation, choose a pack, import what you have, attach obligations and set who is told. In that order.
- Industry packsWhat a pack adds, how to preview it, why the generic pack is always there, and whether you can change what it seeded.
- Core concepts: the four nounsAsset, obligation, plan and evidence — and why keeping them apart is what makes the alerts correct.
The register
Assets, obligations, maintenance and the evidence that proves it was done.
- Adding and managing assetsTags, statuses, criticality, custom fields and saved views — and what happens when you delete one.
- Obligations: expiry, cancellation and renewal leadOne obligation has up to three dates that matter. Here is what each does and when to set it.
- Maintenance plans and recording evidenceSchedule recurring work, log what was done with its outcome, and keep the history an auditor will ask for.
- Printing labels and scanning themPrint QR and barcode label sheets, check the address they carry, and what a scan opens.
Alerts and notifications
When alerts fire, who they reach, and how escalation works.
- How alerts are scheduledLead days, the daily send hour, severity, and why an obligation added late does not trigger a burst of alerts.
- Notification channels: email, Slack, Teams and webhooksAdd a channel, test it, and know what each kind sends and how it is secured.
- Subscribing to deadlines in your calendarA private calendar link for Google Calendar, Outlook or Apple Calendar that shows your organisation's deadlines.
Accounts, roles and permissions
Who can see what, and how to change it.
Import, export and reports
CSV mapping, dry runs, undoing a batch, and what an auditor gets.
- Importing assets from a CSVMap columns, read the dry run, commit, and undo the whole batch if the mapping was wrong.
- Bulk changes and undoChange status, criticality or category across a selection, or delete it, and put each row back exactly as it was.
- Reports and auditor exportsExpiry forecast, downtime, spend, framework coverage and per-asset history — and what the exports contain.
Integrations
The API, signed webhooks, chat channels and calendar feeds.
Billing
Plans, limits, and what happens when a payment fails.
Security and troubleshooting
How your data is kept apart, and what to check when something is quiet.
Integrating? The API reference lists every endpoint. Nothing here covering it? Email us — during the pilot programme that reaches the engineer who wrote the feature, not a ticket queue.
Need more hands-on help?
We are building this with a small group of pilot customers. Join the pilot for direct access to the team.
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