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General 17 Articles

  • Activ Handovers: Transferring Access from Former Employees to New Employees Without Compromising your Audit Trail
  • Searching within Activ
  • Add Activ to your Device’s Trusted Sites (Laptops and Desktops)
  • Access Activ from your Mobile / Add Activ to your Mobile’s Home Screen
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Troubleshooting 10 Articles

  • Troubleshooting – ISO Certification Manager Not Visible
  • Troubleshooting – File Manager: Automatic Document Stamping Not Appearing
  • Troubleshooting – File Manager: ‘Metadata Can’t be Added’ Error
  • Troubleshooting – ‘User cannot be disabled as they are the owner of active checklists’ Warning
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Activ Imports 11 Articles

  • Activ Data Imports – Overview
  • Download (and use) a Module’s Import Template
  • Create an Import
  • View an Import’s Record
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Agreements Manager 36 Articles

  • Agreements Manager – Overview
  • Settings – Configure Available Parameters and Defaults in Agreements Manager
  • Enter a New Agreement – Overview
  • Agreement Properties Fields Explained
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Asset Manager - General 2 Articles

  • Asset Manager – Overview
  • Manage the Asset Manager’s Sites

Asset Manager - Asset Management 23 Articles

  • Manage the Asset Manager’s Sites
  • Asset Manager – Assets Overview
  • Configure Assets
  • Manage Asset Areas
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Asset Manager - Job Management 32 Articles

  • Asset Manager – Jobs Overview
  • Configure Jobs
  • Manage Engineers
  • Create an Ad-Hoc (one-off) Job
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Asset Manager - Stock Control 19 Articles

  • Manage the Asset Manager’s Sites
  • Asset Manager – Stock Control Overview
  • Configure Stock Control
  • Manage Stock Locations
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Automatic Document Stamping 6 Articles

  • Troubleshooting – File Manager: Automatic Document Stamping Not Appearing
  • Document Version History and Automatic Document Stamping
  • How Does Automatic Document Stamping Work?
  • Enable Automatic Document Stamping
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Audit Manager 33 Articles

  • Troubleshooting – Audit Manager: User Unable to Modify an Audit
  • Audit Templates – Overview
  • Create a New Audit Template
  • View an Audit Template
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Business Risk Manager 18 Articles

  • Business Risk Manager – Overview
  • Business Risk Manager Fields Explained
  • Add a New Risk/Opportunity
  • Edit or Update a Risk/Opportunity
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Calendar 20 Articles

  • Calendar – Overview
  • Configure Calendar Settings
  • Configure the Overview Tab
  • Create an Appointment
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Customers & Suppliers – Overview 1 Article

  • Customers & Suppliers – Overview

Customers & Suppliers – Companies 19 Articles

  • Companies – Overview
  • Configure Company Menus
  • Add a Company
  • View a Company
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Customers & Suppliers – Communications 14 Articles

  • Communications – Overview
  • Configure Communication Menus
  • Log a Communication
  • View a Scheduled Communication
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Customers & Suppliers – Contacts 7 Articles

  • Contacts – Overview
  • Add a Contact
  • View a Contact
  • Edit a Contact
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Customers & Suppliers – Feedback 25 Articles

  • Feedback – Overview
  • Feedback Survey Templates – Overview
  • Create a New Feedback Survey Template
  • Edit a Feedback Survey Template
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Customers & Suppliers – Supplier Assessments 45 Articles

  • Supplier Assessments – Overview
  • Supplier Assessments – Dashboard
  • Supplier Assessments Templates – Overview
  • Create a New Standard Supplier Assessment Template
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File Manager 64 Articles

  • Troubleshooting – File Manager: Automatic Document Stamping Not Appearing
  • Troubleshooting – File Manager: ‘Metadata Can’t be Added’ Error
  • VIDEO – Uploading, Moving, and Deleting Files
  • VIDEO – Creating and Moving Folders
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Forums 15 Articles

  • Forums – Overview
  • Configure Forums – Add, Edit, or Delete/Disable Categories
  • View Forum Categories
  • Create a New Forum Topic
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Human Resources – General 5 Articles

  • Human Resources – Overview
  • Control Access to the Human Resources Module – System Permissions
  • Human Resources Alerts and Reminders
  • Add an Employee – no Login
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Human Resources - Personnel Management 25 Articles

  • Personnel Management – Overview
  • Configure Personnel Record Menus
  • People – Overview
  • Add an Employee via HR – No Login
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Human Resources - Training 14 Articles

  • Training – Overview
  • Configure Training
  • Employee Permissions: Control a User’s Access to their own Training Record
  • View an Employee’s Training Record
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Human Resources – Appraisals 27 Articles

  • Appraisals – Overview
  • Configure Appraisals
  • Create an Appraisal Template
  • View an Appraisal Template
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Human Resources - Holidays, Absences, and Lateness 37 Articles

  • Holidays, Lateness, and Absences – Overview
  • Configure Holidays, Lateness, and Absences
  • Holidays – Overview
  • Holiday Managers
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Improvement Log 28 Articles

  • Troubleshooting – Improvement Logs: User Cannot Complete an Action Despite Having the Correct Module Permissions
  • Improvement Log – Overview
  • Improvement Log Fields Explained
  • Improvement Log Dashboard
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Incident Log 20 Articles

  • Incident Log – Overview
  • Incident Log Fields Explained
  • Add a New Incident
  • Add a Witness Statement to an Incident Log
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ISO Certification Manager 10 Articles

  • Troubleshooting – ISO Certification Manager Not Visible
  • ISO Certification Manager – Overview
  • View and Filter an Audit
  • Edit or Re-assign an Audit
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Legal Compliance Manager 32 Articles

  • VIDEO – Legal Compliance Manager Promotional Video
  • Legal Compliance External Audit Troubleshooting
  • Introduction to Activ Comply
  • Legal Compliance Manager – Overview
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Multi-Factor Authentication 7 Articles

  • Activ MFA – Overview
  • Configure MFA for your Activ System
  • Enable MFA for an Existing User
  • Validate MFA and Authenticate your Access
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My Details 9 Articles

  • VIDEO – Notifications
  • My Details – Overview
  • View your System Permissions and Basic Details
  • Edit Your Username, Password, or Basic Details
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Policy Assistant 8 Articles

  • Policy Assistant – Overview
  • Policy Assistant Access
  • Create a New Policy Outline
  • Generate Suggested Content for an In-Progress Policy’s Sections
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Processes 42 Articles

  • VIDEO – Search for and Open a Process
  • VIDEO – Edit a Process
  • Processes – Overview
  • Processes Fields Explained
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Reviews 18 Articles

  • Process Reviews – Overview
  • Schedule a Process for Review
  • View a Scheduled Process Review
  • Edit or Cancel a Scheduled Process Review
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System Administration 66 Articles

  • Troubleshooting – ‘User cannot be disabled as they are the owner of active checklists’ Warning
  • Troubleshooting – User not Appearing in Dropdown Menus
  • VIDEO – Adding a User
  • VIDEO – Forgotten Login Details
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Tasks 20 Articles

  • VIDEO – Using Tasks to Log Other Requirements
  • Tasks – Overview
  • Configure Tasks Menus
  • Create a Task
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Teams 15 Articles

  • Teams – Overview
  • Team Hierarchies
  • Global Team Permissions
  • Create a Team
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VIDEOS 15 Articles

  • VIDEO – Using Tasks to Log Other Requirements
  • VIDEO – Adding a User
  • VIDEO – Forgotten Login Details
  • VIDEO – Edit a User’s Permissions
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Help categories

  • General
  • Troubleshooting
  • Activ Imports
  • Agreements Manager
  • Asset Manager - General
  • Asset Manager - Asset Management
  • Asset Manager - Job Management
  • Asset Manager - Stock Control
  • Automatic Document Stamping
  • Audit Manager
  • Business Risk Manager
  • Calendar
  • Customers & Suppliers – Overview
  • Customers & Suppliers – Companies
  • Customers & Suppliers – Communications
  • Customers & Suppliers – Contacts
  • Customers & Suppliers – Feedback
  • Customers & Suppliers – Supplier Assessments
  • File Manager
  • Forums
  • Human Resources – General
  • Human Resources - Personnel Management
  • Human Resources - Training
  • Human Resources – Appraisals
  • Human Resources - Holidays, Absences, and Lateness
  • Improvement Log
  • Incident Log
  • ISO Certification Manager
  • Legal Compliance Manager
  • Multi-Factor Authentication
  • My Details
  • Policy Assistant
  • Processes
  • Reviews
  • System Administration
  • Tasks
  • Teams
  • VIDEOS
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