HME Fire Risk Audit user guide

Steps

1. 1Open the dashboard after signing in.
2. 2Check the top metrics for audit count, high-risk items, pending review work, and evidence photos.
3. 3Use the audit list to open a record and check its current status.
4. 4Use the risk profile to quickly see whether the workspace is carrying low, medium, high, or extreme-high risk items.
5. 5Start a new audit from the dashboard when your role allows audit creation.

Helpful notes

1. •A client can use this page during a pilot meeting to understand audit activity at a glance.
2. •The dashboard should be the first place managers look before asking inspectors or reviewers for updates.

Steps

1. 1Open New audit.
2. 2Enter the company, fleet, and machine details.
3. 3Work through the audit sections one by one.
4. 4Record the rating, observation, finding, or action for each applicable item.
5. 5Add photos for findings so the record has visual evidence.
6. 6Save the audit as a draft if you are not ready to submit.
7. 7Submit only when all required fields are complete.

Helpful notes

1. •If an item does not apply, write that clearly instead of leaving it blank.
2. •Photos should show both good and bad practice so machine deterioration can be tracked over time.

Steps

1. 1Save an audit before leaving the page or moving away from a machine.
2. 2Open Drafts to find saved work.
3. 3Resume the correct draft and continue from the saved audit data.
4. 4Retry queued work when the device is back online.
5. 5Submit the audit when the record is complete.

Helpful notes

1. •Drafts reduce the chance of losing field progress.
2. •Use a stable connection for final submission until field testing has been completed.

Steps

1. 1Open Reviewer.
2. 2Select a submitted audit from the review queue.
3. 3Read the machine details, findings, risk ratings, observations, and evidence.
4. 4Add reviewer comments.
5. 5Approve the audit when it is acceptable.
6. 6Return the audit to the inspector when corrections are needed.
7. 7Escalate when the audit needs higher attention.

Helpful notes

1. •Reviewers should not change the inspector findings directly.
2. •Returned audits keep a clearer audit trail because corrections happen through the correction workflow.

Steps

1. 1Open Reports.
2. 2Find the audit record that needs to be exported.
3. 3Open the report detail page.
4. 4Generate or download the PDF report.
5. 5Generate or download the Excel export when spreadsheet analysis is needed.
6. 6Use stored report files when you need to reopen previously generated exports.

Helpful notes

1. •Demo reports are watermarked so they are not mistaken for legal compliance records.
2. •Before live legal use, confirm report storage and retention settings with the administrator.

Steps

1. 1Open Settings.
2. 2Confirm the account and company profile details.
3. 3Add approved company email domains so workspaces can avoid personal email signups.
4. 4Open Users to invite team members when your role allows it.
5. 5Use Onboarding to complete company setup before normal operations.
6. 6Use branding settings for report identity and future company theme controls.

Helpful notes

1. •Company users should ideally use work email addresses for a professional, controlled workspace.
2. •The onboarding page helps client admins complete setup before entering day-to-day operations.

Steps

1. 1Open the login page.
2. 2Choose Try demo when demo mode is available.
3. 3Explore the dashboard, audit records, review flow, reports, and settings using simulated data.
4. 4Reset the demo workspace when you need a fresh environment.
5. 5Use separate demo sessions for separate testers.

Helpful notes

1. •Demo data should stay inside demo accounts only.
2. •Normal accounts should not contain simulated audit records.

Steps

1. 1Open Finance when your role allows billing access.
2. 2Review subscription and billing-account status.
3. 3Check usage records for audits and machines.
4. 4Generate invoice drafts for billing periods.
5. 5Open invoice pages to review line items, totals, payment status, and receipts.
6. 6Use agreement areas to track licensing and account obligations.

Helpful notes

1. •This section is sensitive and should only be visible to approved finance, owner, or platform roles.
2. •Confirm payment setup with the administrator before collecting live payments.