How-to index¶
Every "How to …" task in these docs, grouped by area. Each link goes straight to the steps, including who can do it.
Getting set up¶
- How to create an organisation for a customer
- How to edit the organisation profile or branding
- How to add an external reporting office
- How to create a unit
- How to edit a unit
- How to add contacts, categories and qualification groups
- How to clone settings from another unit
- How to switch on Cirrnet forwarding
- How to delete a unit
- How to add (invite) a user
- How to resend the activation email
- How to set a password for a user
- How to edit a user, add units or change roles
- How to change a user's email address
- How to activate or deactivate a user
- How to delete a user
- How to search, filter and download the user list
- How to update your own profile and password
- How to sign up online as a new customer
- How to see billing details and download an invoice
- How to add users, storage, tokens or signatures (organisation)
- How to give storage and tokens to a unit
- How to buy extras for a unit
- How to set the business year
- How to mark an invoice as paid (by-invoice customers)
- How to set prices and make a custom package
- How to find a template
- How to create a guide
- How to create a training
- How to create a monitor (control task list)
- How to build and publish a report, document or survey
- How to preview, edit, copy or delete a template
- How to delete several templates and download a list
- How to migrate documents from SharePoint or OneDrive
- How to migrate documents from your computer
- How to group versions with Excel
- How to configure documents and complete the migration
- How to add or update equipment, users or suppliers
- How to continue or delete a saved import
Documents¶
- How to create a folder
- How to upload a file
- How to approve a file
- How to share a file or folder
- How to edit a document or create a new version
- How to use a template
- How to rename, move, recolour or tag
- How to download a file
- How to see who has read a file and where it is used
- How to set approvers (RiQS-Pedia Rights)
- How to deactivate or delete
Interactive documents and forms
- How to build an interactive document
- How to upload an interactive document to RiQS-Pedia
- How to upload a PDF form
- How to fill a form from RiQS-Pedia
- How to sign or send a form for signature
- How to see the responses of a form
- How to fill a form that is attached to a task
Daily work¶
- How to see and do your work
- How to handle documents
- How to search and filter
- How to see the unit's open work
- How to look at another organisation or unit (RiQS Administrator)
- How to delete tasks or documents from the overview
- How to set up a shift
- How to plan a regular shift
- How to plan a special shift
- How to change, copy or delete a planned shift
- How to complete a shift or checklist
- How to use the shift schedule grid
- How to set up absence types
- How to schedule or request an absence
- How to approve or deny an absence
- How to create and schedule a checklist
- How to view and resolve conflicts
- How to assign a guide
- How to create a standard guide (template)
- How to use a standard guide
- How to complete a guide
- How to follow up and download a report
- How to deactivate or delete guides
- How to schedule control tasks
- How to answer a control task
- How to change an answer
- How to review results and download a report
- How to change or stop a schedule
- How to create a To-Do from a control task
- How to create a To-Do
- How to complete a To-Do
- How to check responses
- How to edit, deactivate or delete a To-Do
- How to find To-Dos and download a report
Safety & quality¶
- How to create a report
- How to find a report
- How to process a report
- How to deactivate or reactivate a report
- How to download an overview
- How to appoint an officer
- How to set up reporting for a unit
CIRS (Critical Incident Reporting)
- How to report a critical incident
- How to approve a CIRS report
- How to copy a report
- How to forward a report to CIRRNET
- How to set up CIRRNET for a unit
- How to record a complaint
- How to make a complaint visible to everyone (or hide it again)
- How to handle a complaint
- How to report a hint
- How to send a hint to the external office later
- How to appoint the Hint Officer
- How to create a risk
- How to assess a risk
- How to create To-Dos for the measures
- How to approve a risk
- How to copy, edit, deactivate or delete a risk
- How to find risks and download reports
- How to add a location
- How to add equipment
- How to edit, copy or delete equipment
- How to schedule a maintenance or validation
- How to complete a maintenance or validation
- How to name Equipment Officers and Equipment Managers
- How to download the QR code and reports
- How to report a fault
People¶
- How to create a training module
- How to assign a training
- How to take a training
- How to follow progress
- How to download a training report
- How to edit, deactivate or delete a training
- How to create a General Survey
- How to create a Certification Package
- How to share a survey with participants
- How to fill in a survey
- How to close, reopen, deactivate or delete a survey
- How to send a package to the auditor
- How to review a package as auditor
- How to give the committee decision
- How to generate the final report
- How to see the results
Other¶
- How to open RiQS IT
- How to write a note
- How to comment on a note
- How to pin a note
- How to move or delete a note
- How to translate content into your language
- How to ask RiQS AI a question (In progress)
- How to check or buy tokens
- How to open help for a module
- How to add a video tutorial
- How to upload or replace a manual
- How to see the RIQS version
Last reviewed: 2026-10-26